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 | $37,823 | $157,256-75.9% | $141,162-73.2% | $152,861-75.3% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.4%-29.5pp |
| Annual return | 33.22% | 64.32%-31.1pp | 71.39%-38.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,340 | $7,109-67.1% | $6,709-65.1% | $5,850-60.0% |
| Admin fee / account holder | $538 | $12,120-95.6% | $10,261-94.8% | $11,596-95.4% |