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 | $38,534 | $53,822-28.4% | $75,696-49.1% | $85,850-55.1% |
| Participation rate | 37.3% | 69.1%-31.8pp | 74.8%-37.6pp | 69.3%-32.1pp |
| Annual return | 21.87% | 24.54%-2.7pp | 104.53%-82.7pp | 318.53%-296.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,292 | $2,895-55.4% | $3,821-66.2% | $3,952-67.3% |
| Admin fee / account holder | $1,818 | $3,343-45.6% | $3,619-49.8% | $6,260-71.0% |