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 7-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 | $66,721 | $78,926-15.5% | $136,749-51.2% | $84,808-21.3% |
| Participation rate | 27.3% | 62.2%-34.9pp | 72.1%-44.9pp | 68.3%-41.0pp |
| Annual return | 15.48% | 18.17%-2.7pp | 24.33%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,495 | $3,168-52.8% | $4,692-68.1% | $4,212-64.5% |
| Admin fee / account holder | $527 | $6,369-91.7% | $11,386-95.4% | $7,344-92.8% |