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 | $11,418 | $51,638-77.9% | $68,368-83.3% | $82,448-86.2% |
| Participation rate | 46.9% | 63.6%-16.7pp | 73.8%-26.8pp | 68.1%-21.1pp |
| Annual return | 16.99% | 37.53%-20.5pp | 292.57%-275.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,111 | $2,914-61.9% | $4,123-73.1% | $4,139-73.2% |
| Admin fee / account holder | $451 | $4,643-90.3% | $5,150-91.2% | $7,234-93.8% |