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 9-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 | $47,837 | $177,572-73.1% | $154,803-69.1% | $142,382-66.4% |
| Participation rate | 52.6% | 82.1%-29.4pp | 78.1%-25.4pp | 80.1%-27.5pp |
| Annual return | 14.26% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $623 | $4,810-87.0% | $4,305-85.5% | $4,299-85.5% |
| Participant deferral / active EE | $2,807 | $6,272-55.2% | $5,540-49.3% | $6,507-56.9% |
| Admin fee / account holder | $10,349 | $16,786-38.3% | $14,329-27.8% | $12,624-18.0% |