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 | $105,252 | $183,519-42.6% | $155,509-32.3% | $145,922-27.9% |
| Participation rate | 21.1% | 82.7%-61.6pp | 78.2%-57.1pp | 80.3%-59.2pp |
| Annual return | 13.28% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $723 | $5,313-86.4% | $4,672-84.5% | $4,660-84.5% |
| Participant deferral / active EE | $4,145 | $6,462-35.9% | $5,626-26.3% | $6,688-38.0% |
| Admin fee / account holder | $83,471 | $19,313+332.2% | $15,912+424.6% | $13,397+523.1% |