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 | $36,467 | $86,944-58.1% | $107,525-66.1% | $74,304-50.9% |
| Participation rate | 28.2% | 59.6%-31.4pp | 75.1%-46.9pp | 60.3%-32.2pp |
| Annual return | 14.85% | 23.52%-8.7pp | 181.32%-166.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | -$33 | $2,757-101.2% | $3,754-100.9% | $2,241-101.5% |
| Participant deferral / active EE | $1,958 | $3,554-44.9% | $5,116-61.7% | $3,767-48.0% |
| Admin fee / account holder | $4,408 | $3,727+18.3% | $8,919-50.6% | $2,969+48.5% |