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 5-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 | $67,744 | $183,519-63.1% | $155,509-56.4% | $145,922-53.6% |
| Participation rate | 35.0% | 82.7%-47.7pp | 78.2%-43.2pp | 80.3%-45.3pp |
| Annual return | 17.33% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-544.0pp |
| Employer contribution / active EE | $793 | $5,313-85.1% | $4,672-83.0% | $4,660-83.0% |
| Participant deferral / active EE | $2,056 | $6,462-68.2% | $5,626-63.5% | $6,688-69.3% |
| Admin fee / account holder | $5,090 | $19,313-73.6% | $15,912-68.0% | $13,397-62.0% |