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 | $34,818 | $93,571-62.8% | $135,903-74.4% | $75,163-53.7% |
| Participation rate | 28.3% | 75.2%-46.9pp | 81.9%-53.6pp | 67.2%-38.9pp |
| Annual return | 50.83% | 30.90%+19.9pp | 68.23%-17.4pp | 160.62%-109.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,807 | $6,404-56.2% | $7,758-63.8% | $4,125-32.0% |
| Admin fee / account holder | $3,083 | $6,975-55.8% | $10,762-71.3% | $5,651-45.4% |