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 5-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 | $32,236 | $114,381-71.8% | $107,525-70.0% | $142,382-77.4% |
| Participation rate | 47.1% | 78.1%-31.1pp | 75.1%-28.0pp | 80.1%-33.1pp |
| Annual return | 14.59% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $554 | $4,015-86.2% | $3,754-85.3% | $4,299-87.1% |
| Participant deferral / active EE | $1,636 | $5,564-70.6% | $5,116-68.0% | $6,507-74.9% |
| Admin fee / account holder | $2,165 | $9,860-78.0% | $8,919-75.7% | $12,624-82.9% |