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 | $17,743 | $172,111-89.7% | $150,298-88.2% | $137,256-87.1% |
| Participation rate | 43.8% | 81.7%-38.0pp | 77.8%-34.0pp | 80.0%-36.2pp |
| Annual return | 17.69% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $658 | $4,636-85.8% | $4,154-84.2% | $4,156-84.2% |
| Participant deferral / active EE | $1,721 | $6,166-72.1% | $5,453-68.4% | $6,407-73.1% |
| Admin fee / account holder | $904 | $16,471-94.5% | $14,116-93.6% | $12,270-92.6% |