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 | $26,180 | $57,057-54.1% | $85,009-69.2% | $80,874-67.6% |
| Participation rate | 41.3% | 56.4%-15.1pp | 67.5%-26.2pp | 67.6%-26.3pp |
| Annual return | 13.52% | 21.66%-8.1pp | 66.47%-53.0pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,821 | $3,112-41.5% | $4,522-59.7% | $4,297-57.6% |
| Admin fee / account holder | $608 | $4,986-87.8% | $6,153-90.1% | $6,935-91.2% |