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 | $18,160 | $81,248-77.6% | $155,509-88.3% | $80,856-77.5% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 11.69% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $68 | $3,100-97.8% | $4,672-98.5% | $2,755-97.5% |
| Participant deferral / active EE | $3,002 | $3,452-13.0% | $5,626-46.6% | $4,296-30.1% |
| Admin fee / account holder | $3,173 | $7,997-60.3% | $15,912-80.1% | $6,918-54.1% |