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 5-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 | $98,161 | $99,341-1.2% | $84,750+15.8% | $273,961-64.2% |
| Participation rate | 30.0% | 80.7%-50.7pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 5.20% | 22.93%-17.7pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $370 | $4,214-91.2% | $3,574-89.7% | $4,869-92.4% |
| Participant deferral / active EE | $3,368 | $4,269-21.1% | $3,712-9.3% | $5,287-36.3% |
| Admin fee / account holder | $16,000 | $6,644+140.8% | $5,332+200.1% | $10,132+57.9% |