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 | $18,867 | $48,795-61.3% | $65,493-71.2% | $84,808-77.8% |
| Participation rate | 34.9% | 67.0%-32.1pp | 73.1%-38.2pp | 68.3%-33.4pp |
| Annual return | 17.31% | 20.20%-2.9pp | 982.45%-965.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,910 | $2,928-34.8% | $3,961-51.8% | $4,212-54.6% |
| Admin fee / account holder | $3,827 | $3,877-1.3% | $5,028-23.9% | $7,344-47.9% |