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 | $10,967 | $76,407-85.6% | $150,298-92.7% | $82,448-86.7% |
| Participation rate | 31.3% | 66.4%-35.1pp | 77.8%-46.5pp | 68.1%-36.8pp |
| Annual return | 20.57% | 39.99%-19.4pp | 62.79%-42.2pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $973 | $3,214-69.7% | $5,453-82.2% | $4,139-76.5% |
| Admin fee / account holder | $906 | $6,352-85.7% | $14,116-93.6% | $7,234-87.5% |