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 | $70,376 | $109,881-36.0% | $150,045-53.1% | $84,808-17.0% |
| Participation rate | 44.1% | 76.1%-32.0pp | 82.3%-38.2pp | 68.3%-24.2pp |
| Annual return | 16.05% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $495 | $3,561-86.1% | $4,693-89.5% | $2,631-81.2% |
| Participant deferral / active EE | $4,120 | $6,636-37.9% | $7,997-48.5% | $4,212-2.2% |
| Admin fee / account holder | $1,269 | $8,568-85.2% | $13,435-90.6% | $7,344-82.7% |