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 | $115,441 | $81,248+42.1% | $155,509-25.8% | $80,856+42.8% |
| Participation rate | 7.4% | 66.2%-58.8pp | 78.2%-70.8pp | 67.6%-60.2pp |
| Annual return | 20.44% | 33.31%-12.9pp | 64.67%-44.2pp | 35.59%-15.2pp |
| Employer contribution / active EE | $225 | $3,100-92.7% | $4,672-95.2% | $2,755-91.8% |
| Participant deferral / active EE | $1,528 | $3,452-55.7% | $5,626-72.8% | $4,296-64.4% |
| Admin fee / account holder | $1,450 | $7,997-81.9% | $15,912-90.9% | $6,918-79.0% |