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 | $46,878 | $70,428-33.4% | $96,562-51.5% | $85,850-45.4% |
| Participation rate | 40.8% | 61.8%-21.0pp | 69.8%-29.0pp | 69.3%-28.5pp |
| Annual return | 16.66% | 18.59%-1.9pp | 37.78%-21.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,215 | $2,894-23.4% | $3,849-42.4% | $3,952-43.9% |
| Admin fee / account holder | $664 | $4,997-86.7% | $6,181-89.3% | $6,260-89.4% |