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 | $28,887 | $78,926-63.4% | $136,749-78.9% | $84,808-65.9% |
| Participation rate | 22.1% | 62.2%-40.1pp | 72.1%-50.1pp | 68.3%-46.3pp |
| Annual return | 17.17% | 18.17%-1.0pp | 24.33%-7.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $320 | $2,134-85.0% | $3,400-90.6% | $2,631-87.9% |
| Participant deferral / active EE | $1,433 | $3,168-54.8% | $4,692-69.5% | $4,212-66.0% |
| Admin fee / account holder | $2,178 | $6,369-65.8% | $11,386-80.9% | $7,344-70.3% |