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 | $54,796 | $51,045+7.3% | $70,515-22.3% | $71,457-23.3% |
| Participation rate | 27.7% | 59.4%-31.7pp | 68.3%-40.7pp | 67.9%-40.2pp |
| Annual return | 16.79% | 42.63%-25.8pp | 32.77%-16.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,403 | $3,026-53.6% | $4,567-69.3% | $4,289-67.3% |
| Admin fee / account holder | $9,750 | $1,994+389.1% | $6,412+52.1% | $1,587+514.3% |