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 | $72,307 | $91,552-21.0% | $133,956-46.0% | $79,858-9.5% |
| Participation rate | 52.7% | 73.3%-20.6pp | 79.8%-27.1pp | 69.6%-16.9pp |
| Annual return | 15.26% | 61.85%-46.6pp | 45.09%-29.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,183 | $3,733-14.7% | $5,048-36.9% | $3,740-14.9% |
| Admin fee / account holder | $3,950 | $6,321-37.5% | $8,927-55.8% | $5,306-25.6% |