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 | $51,073 | $124,281-58.9% | $109,143-53.2% | $167,490-69.5% |
| Participation rate | 46.2% | 79.4%-33.3pp | 75.9%-29.7pp | 82.1%-36.0pp |
| Annual return | 9.69% | 26.04%-16.4pp | 25.75%-16.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $688 | $4,207-83.6% | $3,722-81.5% | $4,837-85.8% |
| Participant deferral / active EE | $2,878 | $5,255-45.2% | $4,653-38.2% | $6,341-54.6% |
| Admin fee / account holder | $1,223 | $7,970-84.7% | $6,752-81.9% | $12,309-90.1% |