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 8-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 | $49,263 | $79,944-38.4% | $98,439-50.0% | $75,163-34.5% |
| Participation rate | 51.8% | 70.4%-18.6pp | 75.2%-23.4pp | 67.2%-15.4pp |
| Annual return | 16.15% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.5pp |
| Employer contribution / active EE | $493 | $2,264-78.2% | $3,048-83.8% | $2,670-81.5% |
| Participant deferral / active EE | $2,090 | $3,752-44.3% | $4,738-55.9% | $4,125-49.3% |
| Admin fee / account holder | $4,607 | $6,840-32.6% | $8,948-48.5% | $5,651-18.5% |