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 | $68,270 | $154,228-55.7% | $145,433-53.1% | $137,256-50.3% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 14.76% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,394 | $8,216-34.3% | $7,897-31.7% | $6,407-15.8% |
| Admin fee / account holder | $8,109 | $14,344-43.5% | $13,129-38.2% | $12,270-33.9% |