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 | $34,494 | $71,829-52.0% | $69,780-50.6% | $142,382-75.8% |
| Participation rate | 23.1% | 81.6%-58.5pp | 79.3%-56.2pp | 80.1%-57.0pp |
| Annual return | 18.21% | 31.01%-12.8pp | 26.31%-8.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $4,168-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,801 | $6,819-58.9% | $6,164-54.6% | $6,507-57.0% |
| Admin fee / account holder | $3,770 | $7,818-51.8% | $7,285-48.3% | $12,624-70.1% |