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 9-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 | $58,107 | $67,411-13.8% | $91,001-36.1% | $70,131-17.1% |
| Participation rate | 37.1% | 71.4%-34.3pp | 75.6%-38.5pp | 69.5%-32.5pp |
| Annual return | 12.95% | -40.16%+53.1pp | 4.60%+8.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $298 | $1,786-83.3% | $2,456-87.9% | $2,342-87.3% |
| Participant deferral / active EE | $1,529 | $2,823-45.8% | $3,547-56.9% | $3,332-54.1% |
| Admin fee / account holder | $1,516 | $4,236-64.2% | $5,417-72.0% | $4,645-67.4% |