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 | $64,634 | $142,405-54.6% | $115,157-43.9% | $152,861-57.7% |
| Participation rate | 25.0% | 82.4%-57.4pp | 75.9%-50.9pp | 82.4%-57.4pp |
| Annual return | 16.34% | 41.48%-25.1pp | 35.60%-19.3pp | 345.32%-329.0pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,111 | $5,164-39.8% | $4,168-25.4% | $5,850-46.8% |
| Admin fee / account holder | $39,139 | $8,462+362.5% | $7,088+452.2% | $11,596+237.5% |