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 6-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 | $110,998 | $112,729-1.5% | $98,716+12.4% | $137,256-19.1% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.3%-52.6pp | 80.0%-63.3pp |
| Annual return | 19.50% | 38.48%-19.0pp | 31.81%-12.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $416 | $2,725-84.7% | $2,279-81.7% | $4,156-90.0% |
| Participant deferral / active EE | $2,785 | $4,640-40.0% | $4,048-31.2% | $6,407-56.5% |
| Admin fee / account holder | $413 | $10,129-95.9% | $8,703-95.3% | $12,270-96.6% |