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 | $70,934 | $154,117-54.0% | $129,995-45.4% | $139,434-49.1% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.5%-41.0pp | 80.3%-42.8pp |
| Annual return | 13.65% | 32.48%-18.8pp | -137.18%+150.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $658 | $5,289-87.6% | $4,320-84.8% | $4,751-86.2% |
| Participant deferral / active EE | $5,390 | $6,710-19.7% | $5,820-7.4% | $6,710-19.7% |
| Admin fee / account holder | $6,125 | $14,007-56.3% | $10,614-42.3% | $11,403-46.3% |