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 | $53,233 | $80,717-34.0% | $154,803-65.6% | $84,808-37.2% |
| Participation rate | 21.2% | 66.8%-45.6pp | 78.1%-56.9pp | 68.3%-47.1pp |
| Annual return | 20.42% | 37.96%-17.5pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $100 | $2,761-96.4% | $4,305-97.7% | $2,631-96.2% |
| Participant deferral / active EE | $1,346 | $3,303-59.2% | $5,540-75.7% | $4,212-68.0% |
| Admin fee / account holder | $1,166 | $6,746-82.7% | $14,329-91.9% | $7,344-84.1% |