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 9-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 | $28,292 | $61,605-54.1% | $112,229-74.8% | $75,163-62.4% |
| Participation rate | 29.6% | 61.7%-32.1pp | 72.4%-42.8pp | 67.2%-37.6pp |
| Annual return | 21.00% | 28.47%-7.5pp | 30.20%-9.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $412 | $2,015-79.6% | $3,430-88.0% | $2,670-84.6% |
| Participant deferral / active EE | $1,167 | $3,108-62.5% | $4,798-75.7% | $4,125-71.7% |
| Admin fee / account holder | $743 | $4,862-84.7% | $7,748-90.4% | $5,651-86.9% |