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 9-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 | $44,581 | $48,076-7.3% | $78,689-43.3% | $62,891-29.1% |
| Participation rate | 41.9% | 65.2%-23.3pp | 73.6%-31.6pp | 69.3%-27.4pp |
| Annual return | 6.99% | 31.35%-24.4pp | 62.18%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,709 | $2,588-33.9% | $3,517-51.4% | $3,203-46.6% |
| Admin fee / account holder | $4,591 | $3,207+43.1% | $4,510+1.8% | $4,296+6.9% |