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 | $87,640 | $176,377-50.3% | $134,143-34.7% | $158,922-44.9% |
| Participation rate | 27.3% | 78.7%-51.4pp | 72.2%-44.9pp | 82.0%-54.7pp |
| Annual return | 12.43% | 63.63%-51.2pp | 36.33%-23.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,332 | $4,091-18.6% | $3,499-4.8% | $5,982-44.3% |
| Admin fee / account holder | $1,361 | $8,718-84.4% | $6,684-79.6% | $11,246-87.9% |