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 | $38,031 | $44,960-15.4% | $84,966-55.2% | $74,495-48.9% |
| Participation rate | 36.3% | 49.4%-13.1pp | 67.5%-31.2pp | 67.2%-30.9pp |
| Annual return | 13.10% | 26.24%-13.1pp | 66.38%-53.3pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,105 | $2,731-59.5% | $4,519-75.5% | $4,346-74.6% |
| Admin fee / account holder | $501 | $2,209-77.3% | $6,149-91.9% | $1,942-74.2% |