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 | $31,671 | $69,207-54.2% | $64,056-50.6% | $139,434-77.3% |
| Participation rate | 21.4% | 75.6%-54.2pp | 72.3%-50.9pp | 80.3%-58.9pp |
| Annual return | 20.53% | 45.88%-25.4pp | 33.69%-13.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,504 | $4,682-46.5% | $3,880-35.5% | $6,710-62.7% |
| Admin fee / account holder | $435 | $4,244-89.7% | $3,068-85.8% | $11,403-96.2% |