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 | $60,831 | $107,934-43.6% | $91,989-33.9% | $152,861-60.2% |
| Participation rate | 46.2% | 81.2%-35.0pp | 78.6%-32.5pp | 82.4%-36.3pp |
| Annual return | 26.79% | 89.24%-62.5pp | 69.02%-42.2pp | 345.32%-318.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,259 | $6,364-48.8% | $5,923-45.0% | $5,850-44.3% |
| Admin fee / account holder | $2,393 | $10,520-77.3% | $7,743-69.1% | $11,596-79.4% |