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 3-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 | $88,862 | $102,605-13.4% | $145,661-39.0% | $84,808+4.8% |
| Participation rate | 16.0% | 74.3%-58.3pp | 77.2%-61.2pp | 68.3%-52.3pp |
| Annual return | 16.27% | 26.50%-10.2pp | 101.46%-85.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $434 | $3,325-86.9% | $4,238-89.8% | $2,631-83.5% |
| Participant deferral / active EE | $1,786 | $5,750-68.9% | $7,198-75.2% | $4,212-57.6% |
| Admin fee / account holder | $1,629 | $8,758-81.4% | $12,466-86.9% | $7,344-77.8% |