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 | $34,239 | $78,705-56.5% | $117,854-70.9% | $70,131-51.2% |
| Participation rate | 33.9% | 73.2%-39.3pp | 79.7%-45.7pp | 69.5%-35.6pp |
| Annual return | 20.31% | 23.30%-3.0pp | 335.08%-314.8pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,457 | $3,297+4.9% | $4,482-22.9% | $3,332+3.8% |
| Admin fee / account holder | $3,971 | $5,065-21.6% | $8,020-50.5% | $4,645-14.5% |