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 9-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 | $36,501 | $77,899-53.1% | $149,673-75.6% | $75,163-51.4% |
| Participation rate | 36.4% | 65.6%-29.2pp | 78.8%-42.4pp | 67.2%-30.8pp |
| Annual return | 20.27% | 31.72%-11.4pp | 134.42%-114.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $328 | $3,137-89.6% | $4,818-93.2% | $2,670-87.7% |
| Participant deferral / active EE | $2,864 | $3,411-16.0% | $5,680-49.6% | $4,125-30.6% |
| Admin fee / account holder | $360 | $5,956-94.0% | $13,210-97.3% | $5,651-93.6% |