See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,214 | $202,432-77.7% | $169,368-73.3% | $139,434-67.6% |
| Participation rate | 41.2% | 81.1%-39.9pp | 77.1%-36.0pp | 80.3%-39.1pp |
| Annual return | 11.04% | 531.74%-520.7pp | 405.60%-394.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,459 | $6,938-64.6% | $6,221-60.5% | $6,710-63.4% |
| Admin fee / account holder | $2,109 | $10,708-80.3% | $9,003-76.6% | $11,403-81.5% |