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 | $37,390 | $86,286-56.7% | $111,297-66.4% | $85,850-56.4% |
| Participation rate | 45.7% | 73.3%-27.6pp | 77.3%-31.6pp | 69.3%-23.6pp |
| Annual return | 13.40% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $323 | $2,043-84.2% | $2,731-88.2% | $2,565-87.4% |
| Participant deferral / active EE | $3,363 | $3,641-7.6% | $4,487-25.0% | $3,952-14.9% |
| Admin fee / account holder | $703 | $8,188-91.4% | $7,964-91.2% | $6,260-88.8% |