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 8-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 | $69,548 | $54,762+27.0% | $90,281-23.0% | $72,985-4.7% |
| Participation rate | 11.4% | 65.1%-53.8pp | 73.3%-61.9pp | 69.5%-58.1pp |
| Annual return | 22.96% | 30.63%-7.7pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,049 | $2,887-63.7% | $3,885-73.0% | $3,607-70.9% |
| Admin fee / account holder | $517 | $3,972-87.0% | $5,351-90.3% | $5,124-89.9% |