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 | $37,491 | $154,228-75.7% | $145,433-74.2% | $137,256-72.7% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 80.0%-20.9pp |
| Annual return | 19.12% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $678 | $4,804-85.9% | $4,554-85.1% | $4,156-83.7% |
| Participant deferral / active EE | $2,607 | $8,216-68.3% | $7,897-67.0% | $6,407-59.3% |
| Admin fee / account holder | $1,346 | $14,344-90.6% | $13,129-89.7% | $12,270-89.0% |