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 8-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 | $61,281 | $87,166-29.7% | $76,735-20.1% | $137,256-55.4% |
| Participation rate | 44.4% | 74.4%-29.9pp | 69.5%-25.1pp | 80.0%-35.5pp |
| Annual return | 15.16% | 26.50%-11.3pp | 29.77%-14.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $133 | $2,904-95.4% | $2,454-94.6% | $4,156-96.8% |
| Participant deferral / active EE | $4,059 | $4,726-14.1% | $4,088-0.7% | $6,407-36.7% |
| Admin fee / account holder | $8,928 | $8,403+6.2% | $7,189+24.2% | $12,270-27.2% |