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 | $37,810 | $85,202-55.6% | $172,739-78.1% | $72,985-48.2% |
| Participation rate | 37.0% | 70.1%-33.1pp | 82.6%-45.7pp | 69.5%-32.5pp |
| Annual return | 21.62% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,686 | $3,260-48.3% | $5,198-67.6% | $3,607-53.3% |
| Admin fee / account holder | $341 | $5,884-94.2% | $13,954-97.6% | $5,124-93.3% |