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 | $31,892 | $81,248-60.7% | $155,509-79.5% | $80,856-60.6% |
| Participation rate | 35.9% | 66.2%-30.3pp | 78.2%-42.3pp | 67.6%-31.7pp |
| Annual return | 12.84% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $294 | $3,100-90.5% | $4,672-93.7% | $2,755-89.3% |
| Participant deferral / active EE | $3,264 | $3,452-5.4% | $5,626-42.0% | $4,296-24.0% |
| Admin fee / account holder | $1,288 | $7,997-83.9% | $15,912-91.9% | $6,918-81.4% |