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 | $47,083 | $117,983-60.1% | $101,794-53.7% | $142,382-66.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 13.02% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $386 | $2,773-86.1% | $2,289-83.1% | $4,299-91.0% |
| Participant deferral / active EE | $2,395 | $4,714-49.2% | $4,084-41.4% | $6,507-63.2% |
| Admin fee / account holder | $12,275 | $10,433+17.7% | $8,777+39.9% | $12,624-2.8% |