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 3-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 | $36,621 | $109,881-66.7% | $150,045-75.6% | $84,808-56.8% |
| Participation rate | 29.6% | 76.1%-46.5pp | 82.3%-52.7pp | 68.3%-38.7pp |
| Annual return | 21.42% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $468 | $3,561-86.9% | $4,693-90.0% | $2,631-82.2% |
| Participant deferral / active EE | $2,692 | $6,636-59.4% | $7,997-66.3% | $4,212-36.1% |
| Admin fee / account holder | $1,749 | $8,568-79.6% | $13,435-87.0% | $7,344-76.2% |