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 7-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 | $14,518 | $59,839-75.7% | $81,983-82.3% | $79,858-81.8% |
| Participation rate | 24.0% | 61.6%-37.6pp | 69.2%-45.2pp | 69.6%-45.6pp |
| Annual return | 36.27% | 17.56%+18.7pp | 41.31%-5.0pp | 31.71%+4.6pp |
| Employer contribution / active EE | $111 | $1,713-93.5% | $2,498-95.5% | $2,471-95.5% |
| Participant deferral / active EE | $1,432 | $2,695-46.9% | $3,722-61.5% | $3,740-61.7% |
| Admin fee / account holder | $611 | $4,287-85.8% | $5,664-89.2% | $5,306-88.5% |