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 4-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 | $38,402 | $109,881-65.1% | $150,045-74.4% | $84,808-54.7% |
| Participation rate | 62.1% | 76.1%-14.0pp | 82.3%-20.3pp | 68.3%-6.2pp |
| Annual return | 18.89% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,382 | $6,636+41.4% | $7,997+17.3% | $4,212+122.8% |
| Admin fee / account holder | $8,462 | $8,568-1.2% | $13,435-37.0% | $7,344+15.2% |