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 | $27,806 | $57,651-51.8% | $112,229-75.2% | $71,457-61.1% |
| Participation rate | 19.6% | 58.9%-39.3pp | 72.4%-52.8pp | 67.9%-48.3pp |
| Annual return | 14.01% | 18.32%-4.3pp | 30.20%-16.2pp | 28.85%-14.8pp |
| Employer contribution / active EE | $211 | $1,913-89.0% | $3,430-93.8% | $2,588-91.8% |
| Participant deferral / active EE | $1,078 | $2,863-62.3% | $4,798-77.5% | $4,289-74.9% |
| Admin fee / account holder | $4,913 | $1,581+210.7% | $7,748-36.6% | $1,587+209.5% |