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 | $53,300 | $88,672-39.9% | $105,223-49.3% | $82,448-35.4% |
| Participation rate | 63.0% | 67.9%-5.0pp | 75.0%-12.1pp | 68.1%-5.1pp |
| Annual return | 31.75% | 30.86%+0.9pp | 180.65%-148.9pp | 41.64%-9.9pp |
| Employer contribution / active EE | $658 | $3,048-78.4% | $3,689-82.2% | $2,551-74.2% |
| Participant deferral / active EE | $2,484 | $4,036-38.5% | $5,072-51.0% | $4,139-40.0% |
| Admin fee / account holder | $1,863 | $7,146-73.9% | $8,859-79.0% | $7,234-74.2% |