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 | $74,046 | $80,717-8.3% | $154,803-52.2% | $84,808-12.7% |
| Participation rate | 15.4% | 66.8%-51.4pp | 78.1%-62.7pp | 68.3%-52.9pp |
| Annual return | 21.71% | 37.96%-16.3pp | 58.88%-37.2pp | 40.90%-19.2pp |
| Employer contribution / active EE | $311 | $2,761-88.7% | $4,305-92.8% | $2,631-88.2% |
| Participant deferral / active EE | $1,389 | $3,303-58.0% | $5,540-74.9% | $4,212-67.0% |
| Admin fee / account holder | $2,814 | $6,746-58.3% | $14,329-80.4% | $7,344-61.7% |