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 7-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 | $13,036 | $58,627-77.8% | $76,735-83.0% | $82,448-84.2% |
| Participation rate | 36.0% | 63.2%-27.2pp | 69.5%-33.5pp | 68.1%-32.1pp |
| Annual return | 15.79% | 39.10%-23.3pp | 29.77%-14.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,370 | $3,134-56.3% | $4,088-66.5% | $4,139-66.9% |
| Admin fee / account holder | $608 | $5,323-88.6% | $7,189-91.5% | $7,234-91.6% |