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 5-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 | $19,961 | $73,787-72.9% | $98,716-79.8% | $82,448-75.8% |
| Participation rate | 34.4% | 61.4%-27.0pp | 69.3%-34.9pp | 68.1%-33.7pp |
| Annual return | 27.11% | 18.57%+8.5pp | 31.81%-4.7pp | 41.64%-14.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,306 | $3,081-25.2% | $4,048-43.0% | $4,139-44.3% |
| Admin fee / account holder | $4,408 | $6,500-32.2% | $8,703-49.4% | $7,234-39.1% |