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 | $29,172 | $77,314-62.3% | $177,989-83.6% | $80,856-63.9% |
| Participation rate | 37.5% | 65.7%-28.2pp | 77.1%-39.6pp | 67.6%-30.1pp |
| Annual return | 13.90% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,360 | $4,411-46.5% | $6,276-62.4% | $4,296-45.1% |
| Admin fee / account holder | $409 | $7,191-94.3% | $10,363-96.1% | $6,918-94.1% |