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 | $37,416 | $86,944-57.0% | $107,525-65.2% | $74,304-49.6% |
| Participation rate | 24.8% | 59.6%-34.7pp | 75.1%-50.3pp | 60.3%-35.5pp |
| Annual return | 21.85% | 23.52%-1.7pp | 181.32%-159.5pp | 29.43%-7.6pp |
| Employer contribution / active EE | $599 | $2,757-78.3% | $3,754-84.0% | $2,241-73.3% |
| Participant deferral / active EE | $1,891 | $3,554-46.8% | $5,116-63.0% | $3,767-49.8% |
| Admin fee / account holder | $2,035 | $3,727-45.4% | $8,919-77.2% | $2,969-31.5% |