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 | $14,336 | $81,248-82.4% | $155,509-90.8% | $80,856-82.3% |
| Participation rate | 30.6% | 66.2%-35.7pp | 78.2%-47.6pp | 67.6%-37.1pp |
| Annual return | 12.17% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $309 | $3,100-90.0% | $4,672-93.4% | $2,755-88.8% |
| Participant deferral / active EE | $1,576 | $3,452-54.4% | $5,626-72.0% | $4,296-63.3% |
| Admin fee / account holder | $1,995 | $7,997-75.1% | $15,912-87.5% | $6,918-71.2% |