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 6-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 | $29,989 | $80,717-62.8% | $154,803-80.6% | $84,808-64.6% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 23.89% | 37.96%-14.1pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $161 | $2,761-94.2% | $4,305-96.3% | $2,631-93.9% |
| Participant deferral / active EE | $1,311 | $3,303-60.3% | $5,540-76.3% | $4,212-68.9% |
| Admin fee / account holder | $451 | $6,746-93.3% | $14,329-96.9% | $7,344-93.9% |