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 7-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 | $46,350 | $51,175-9.4% | $70,515-34.3% | $75,163-38.3% |
| Participation rate | 40.6% | 60.9%-20.3pp | 68.3%-27.7pp | 67.2%-26.6pp |
| Annual return | 14.91% | 30.02%-15.1pp | 32.77%-17.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $300 | $1,826-83.5% | $2,973-89.9% | $2,670-88.7% |
| Participant deferral / active EE | $2,391 | $2,849-16.1% | $4,567-47.7% | $4,125-42.0% |
| Admin fee / account holder | $473 | $4,091-88.4% | $6,412-92.6% | $5,651-91.6% |