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 | $23,859 | $49,915-52.2% | $154,803-84.6% | $74,304-67.9% |
| Participation rate | 14.2% | 54.0%-39.7pp | 78.1%-63.9pp | 60.3%-46.1pp |
| Annual return | 18.51% | 34.06%-15.5pp | 58.88%-40.4pp | 29.43%-10.9pp |
| Employer contribution / active EE | $100 | $1,611-93.8% | $4,305-97.7% | $2,241-95.5% |
| Participant deferral / active EE | $877 | $2,255-61.1% | $5,540-84.2% | $3,767-76.7% |
| Admin fee / account holder | $1,988 | $2,189-9.2% | $14,329-86.1% | $2,969-33.0% |