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 | $107,853 | $158,398-31.9% | $126,539-14.8% | $142,382-24.3% |
| Participation rate | 30.0% | 75.8%-45.8pp | 69.8%-39.8pp | 80.1%-50.1pp |
| Annual return | 15.15% | 593.76%-578.6pp | 425.95%-410.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,309 | $4,767-30.6% | $4,083-19.0% | $6,507-49.2% |
| Admin fee / account holder | $1,758 | $6,918-74.6% | $6,065-71.0% | $12,624-86.1% |