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 | $52,522 | $58,694-10.5% | $142,863-63.2% | $85,850-38.8% |
| Participation rate | 29.4% | 58.5%-29.1pp | 71.9%-42.5pp | 69.3%-39.9pp |
| Annual return | 13.21% | 27.72%-14.5pp | 5637.54%-5624.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,595 | $2,607-38.8% | $3,837-58.4% | $3,952-59.6% |
| Admin fee / account holder | $5,538 | $4,239+30.6% | $6,560-15.6% | $6,260-11.5% |