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 | $34,838 | $77,314-54.9% | $177,989-80.4% | $80,856-56.9% |
| Participation rate | 28.0% | 65.7%-37.7pp | 77.1%-49.1pp | 67.6%-39.6pp |
| Annual return | 13.02% | 18.09%-5.1pp | 294.48%-281.5pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,683 | $4,411-61.8% | $6,276-73.2% | $4,296-60.8% |
| Admin fee / account holder | $5,240 | $7,191-27.1% | $10,363-49.4% | $6,918-24.2% |