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 | $52,362 | $111,814-53.2% | $103,374-49.3% | $145,959-64.1% |
| Participation rate | 47.8% | 77.9%-30.1pp | 74.5%-26.7pp | 80.3%-32.5pp |
| Annual return | 11.76% | 24.77%-13.0pp | 24.89%-13.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $477 | $4,214-88.7% | $3,869-87.7% | $4,661-89.8% |
| Participant deferral / active EE | $1,754 | $5,618-68.8% | $5,058-65.3% | $6,689-73.8% |
| Admin fee / account holder | $438 | $9,754-95.5% | $8,394-94.8% | $13,398-96.7% |