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 | $95,266-35.7% | $82,389-25.6% | $142,382-57.0% |
| Participation rate | 44.4% | 74.5%-30.0pp | 69.5%-25.1pp | 80.1%-35.7pp |
| Annual return | 15.16% | 25.74%-10.6pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $133 | $2,991-95.5% | $2,517-94.7% | $4,299-96.9% |
| Participant deferral / active EE | $4,059 | $4,809-15.6% | $4,155-2.3% | $6,507-37.6% |
| Admin fee / account holder | $8,928 | $8,563+4.3% | $7,231+23.5% | $12,624-29.3% |