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 | $41,949 | $124,425-66.3% | $112,040-62.6% | $137,256-69.4% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 13.35% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $457 | $3,411-86.6% | $2,954-84.5% | $4,156-89.0% |
| Participant deferral / active EE | $1,918 | $5,718-66.5% | $5,098-62.4% | $6,407-70.1% |
| Admin fee / account holder | $6,991 | $15,207-54.0% | $12,098-42.2% | $12,270-43.0% |