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 | $23,471 | $72,177-67.5% | $115,037-79.6% | $59,632-60.6% |
| Participation rate | 44.9% | 72.6%-27.7pp | 81.4%-36.5pp | 68.7%-23.8pp |
| Annual return | 24.57% | 12.02%+12.6pp | 26.14%-1.6pp | 2041.28%-2016.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,656 | $4,783+18.3% | $6,026-6.1% | $3,192+77.2% |
| Admin fee / account holder | $503 | $4,927-89.8% | $8,175-93.9% | $4,297-88.3% |