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 | $63,051 | $73,933-14.7% | $96,683-34.8% | $75,163-16.1% |
| Participation rate | 25.0% | 66.4%-41.4pp | 74.3%-49.3pp | 67.2%-42.2pp |
| Annual return | 20.86% | 26.70%-5.8pp | 35.69%-14.8pp | 160.62%-139.8pp |
| Employer contribution / active EE | $266 | $2,928-90.9% | $3,737-92.9% | $2,670-90.0% |
| Participant deferral / active EE | $2,268 | $3,659-38.0% | $4,878-53.5% | $4,125-45.0% |
| Admin fee / account holder | $3,493 | $5,216-33.0% | $6,730-48.1% | $5,651-38.2% |