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 | $43,119 | $68,914-37.4% | $136,749-68.5% | $74,304-42.0% |
| Participation rate | 23.0% | 51.3%-28.3pp | 72.1%-49.1pp | 60.3%-37.3pp |
| Annual return | 16.59% | 16.34%+0.2pp | 24.33%-7.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $151 | $1,561-90.3% | $3,400-95.6% | $2,241-93.3% |
| Participant deferral / active EE | $963 | $2,541-62.1% | $4,692-79.5% | $3,767-74.4% |
| Admin fee / account holder | $6,069 | $3,149+92.7% | $11,386-46.7% | $2,969+104.4% |