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 | $47,304 | $89,753-47.3% | $107,525-56.0% | $84,808-44.2% |
| Participation rate | 23.3% | 68.1%-44.7pp | 75.1%-51.7pp | 68.3%-45.0pp |
| Annual return | 13.70% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $675 | $3,113-78.3% | $3,754-82.0% | $2,631-74.3% |
| Participant deferral / active EE | $2,017 | $4,056-50.3% | $5,116-60.6% | $4,212-52.1% |
| Admin fee / account holder | $3,322 | $7,222-54.0% | $8,919-62.7% | $7,344-54.8% |