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 | $13,952 | $81,248-82.8% | $155,509-91.0% | $80,856-82.7% |
| Participation rate | 41.8% | 66.2%-24.4pp | 78.2%-36.4pp | 67.6%-25.8pp |
| Annual return | 24.11% | 33.31%-9.2pp | 64.67%-40.6pp | 35.59%-11.5pp |
| Employer contribution / active EE | $224 | $3,100-92.8% | $4,672-95.2% | $2,755-91.9% |
| Participant deferral / active EE | $1,347 | $3,452-61.0% | $5,626-76.1% | $4,296-68.6% |
| Admin fee / account holder | $524 | $7,997-93.4% | $15,912-96.7% | $6,918-92.4% |