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 | $35,071 | $68,547-48.8% | $120,354-70.9% | $80,856-56.6% |
| Participation rate | 24.5% | 61.6%-37.1pp | 71.9%-47.4pp | 67.6%-43.2pp |
| Annual return | 11.19% | 23.60%-12.4pp | 107.15%-96.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $273 | $2,051-86.7% | $3,463-92.1% | $2,755-90.1% |
| Participant deferral / active EE | $1,667 | $3,173-47.5% | $4,991-66.6% | $4,296-61.2% |
| Admin fee / account holder | $2,588 | $5,732-54.9% | $9,423-72.5% | $6,918-62.6% |