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 | $164,262 | $80,717+103.5% | $154,803+6.1% | $84,808+93.7% |
| Participation rate | 7.4% | 66.8%-59.4pp | 78.1%-70.7pp | 68.3%-60.9pp |
| Annual return | 14.34% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $179 | $2,761-93.5% | $4,305-95.9% | $2,631-93.2% |
| Participant deferral / active EE | $2,211 | $3,303-33.1% | $5,540-60.1% | $4,212-47.5% |
| Admin fee / account holder | $1,575 | $6,746-76.7% | $14,329-89.0% | $7,344-78.6% |