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 | $71,220 | $58,234+22.3% | $81,783-12.9% | $80,874-11.9% |
| Participation rate | 48.6% | 63.4%-14.9pp | 72.4%-23.8pp | 67.6%-19.1pp |
| Annual return | 17.03% | 41.70%-24.7pp | 775.05%-758.0pp | 35.62%-18.6pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,648 | $3,283-49.8% | $4,320-61.9% | $4,297-61.7% |
| Admin fee / account holder | $8,983 | $4,982+80.3% | $7,380+21.7% | $6,935+29.5% |