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 3-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 | $21,259 | $85,022-75.0% | $70,515-69.9% | $139,434-84.8% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.3%-43.3pp | 80.3%-55.3pp |
| Annual return | 27.77% | 30.38%-2.6pp | 32.77%-5.0pp | 372.94%-345.2pp |
| Employer contribution / active EE | $465 | $3,909-88.1% | $2,973-84.4% | $4,751-90.2% |
| Participant deferral / active EE | $2,813 | $5,890-52.2% | $4,567-38.4% | $6,710-58.1% |
| Admin fee / account holder | $2,708 | $8,906-69.6% | $6,412-57.8% | $11,403-76.3% |