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 6-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 | $12,288 | $117,983-89.6% | $101,794-87.9% | $142,382-91.4% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 13.97% | 36.92%-22.9pp | 30.53%-16.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $33 | $2,773-98.8% | $2,289-98.6% | $4,299-99.2% |
| Participant deferral / active EE | $2,034 | $4,714-56.8% | $4,084-50.2% | $6,507-68.7% |
| Admin fee / account holder | $3,066 | $10,433-70.6% | $8,777-65.1% | $12,624-75.7% |