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 | $63,027 | $238,490-73.6% | $180,183-65.0% | $142,382-55.7% |
| Participation rate | 39.1% | 82.3%-43.1pp | 77.4%-38.3pp | 80.1%-41.0pp |
| Annual return | 17.98% | 33.56%-15.6pp | 27.86%-9.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,383 | $6,143-77.5% | $5,039-72.6% | $4,299-67.8% |
| Participant deferral / active EE | $4,098 | $7,996-48.7% | $6,822-39.9% | $6,507-37.0% |
| Admin fee / account holder | $4,719 | $28,866-83.7% | $19,975-76.4% | $12,624-62.6% |