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 | $47,836 | $73,933-35.3% | $96,683-50.5% | $75,163-36.4% |
| Participation rate | 30.0% | 66.4%-36.4pp | 74.3%-44.3pp | 67.2%-37.2pp |
| Annual return | 15.27% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $304 | $2,928-89.6% | $3,737-91.9% | $2,670-88.6% |
| Participant deferral / active EE | $1,601 | $3,659-56.2% | $4,878-67.2% | $4,125-61.2% |
| Admin fee / account holder | $5,326 | $5,216+2.1% | $6,730-20.8% | $5,651-5.7% |