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 | $45,995 | $106,749-56.9% | $145,433-68.4% | $82,448-44.2% |
| Participation rate | 41.0% | 75.6%-34.7pp | 82.1%-41.1pp | 68.1%-27.1pp |
| Annual return | 20.80% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,939 | $6,519-8.9% | $7,897-24.8% | $4,139+43.5% |
| Admin fee / account holder | $4,599 | $8,390-45.2% | $13,129-65.0% | $7,234-36.4% |