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 6-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 | $25,065 | $77,523-67.7% | $100,383-75.0% | $80,874-69.0% |
| Participation rate | 65.2% | 77.0%-11.7pp | 81.5%-16.3pp | 67.6%-2.4pp |
| Annual return | 23.70% | 37.21%-13.5pp | 49.26%-25.6pp | 35.62%-11.9pp |
| Employer contribution / active EE | $127 | $2,801-95.5% | $3,944-96.8% | $2,756-95.4% |
| Participant deferral / active EE | $3,829 | $6,822-43.9% | $8,086-52.6% | $4,297-10.9% |
| Admin fee / account holder | $500 | $5,899-91.5% | $7,900-93.7% | $6,935-92.8% |