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 | $17,952 | $49,915-64.0% | $154,803-88.4% | $74,304-75.8% |
| Participation rate | 32.3% | 54.0%-21.7pp | 78.1%-45.8pp | 60.3%-28.1pp |
| Annual return | 17.46% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $144 | $1,611-91.0% | $4,305-96.6% | $2,241-93.6% |
| Participant deferral / active EE | $645 | $2,255-71.4% | $5,540-88.4% | $3,767-82.9% |
| Admin fee / account holder | $4,164 | $2,189+90.2% | $14,329-70.9% | $2,969+40.3% |