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 6-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 | $32,124 | $117,841-72.7% | $102,423-68.6% | $145,922-78.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 12.16% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $848 | $3,615-76.5% | $3,023-72.0% | $4,660-81.8% |
| Participant deferral / active EE | $2,008 | $5,731-65.0% | $5,053-60.3% | $6,688-70.0% |
| Admin fee / account holder | $1,446 | $13,326-89.1% | $9,451-84.7% | $13,397-89.2% |