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 | $49,090 | $78,926-37.8% | $136,749-64.1% | $84,808-42.1% |
| Participation rate | 25.0% | 62.2%-37.2pp | 72.1%-47.1pp | 68.3%-43.3pp |
| Annual return | 17.25% | 18.17%-0.9pp | 24.33%-7.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $417 | $2,134-80.5% | $3,400-87.7% | $2,631-84.2% |
| Participant deferral / active EE | $2,028 | $3,168-36.0% | $4,692-56.8% | $4,212-51.9% |
| Admin fee / account holder | $618 | $6,369-90.3% | $11,386-94.6% | $7,344-91.6% |