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 | $66,808 | $57,590+16.0% | $86,233-22.5% | $82,448-19.0% |
| Participation rate | 46.9% | 57.9%-11.0pp | 69.0%-22.1pp | 68.1%-21.2pp |
| Annual return | 14.66% | 22.41%-7.8pp | 61.39%-46.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $194 | $1,655-88.3% | $2,504-92.2% | $2,551-92.4% |
| Participant deferral / active EE | $3,377 | $3,080+9.7% | $4,559-25.9% | $4,139-18.4% |
| Admin fee / account holder | $500 | $4,730-89.4% | $8,342-94.0% | $7,234-93.1% |