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 5-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 | $20,603 | $80,717-74.5% | $154,803-86.7% | $84,808-75.7% |
| Participation rate | 44.7% | 66.8%-22.1pp | 78.1%-33.4pp | 68.3%-23.6pp |
| Annual return | 19.99% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $215 | $2,761-92.2% | $4,305-95.0% | $2,631-91.8% |
| Participant deferral / active EE | $2,129 | $3,303-35.5% | $5,540-61.6% | $4,212-49.4% |
| Admin fee / account holder | $666 | $6,746-90.1% | $14,329-95.4% | $7,344-90.9% |