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 | $137,569 | $172,111-20.1% | $150,298-8.5% | $137,256+0.2% |
| Participation rate | 12.5% | 81.7%-69.2pp | 77.8%-65.3pp | 80.0%-67.5pp |
| Annual return | 11.52% | 69.37%-57.8pp | 62.79%-51.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $833 | $4,636-82.0% | $4,154-80.0% | $4,156-80.0% |
| Participant deferral / active EE | $3,425 | $6,166-44.5% | $5,453-37.2% | $6,407-46.5% |
| Admin fee / account holder | $516 | $16,471-96.9% | $14,116-96.3% | $12,270-95.8% |