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 | $41,668 | $144,119-71.1% | $117,854-64.6% | $147,584-71.8% |
| Participation rate | 36.4% | 83.4%-47.1pp | 79.7%-43.3pp | 82.8%-46.5pp |
| Annual return | 15.22% | 531.15%-515.9pp | 335.08%-319.9pp | 578.55%-563.3pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,566 | $5,316-70.5% | $4,482-65.1% | $5,439-71.2% |
| Admin fee / account holder | $765 | $10,886-93.0% | $8,020-90.5% | $10,885-93.0% |