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 | $57,826 | $76,050-24.0% | $96,544-40.1% | $71,457-19.1% |
| Participation rate | 45.2% | 74.4%-29.2pp | 76.0%-30.8pp | 67.9%-22.7pp |
| Annual return | 18.01% | 22.81%-4.8pp | 25.84%-7.8pp | 28.85%-10.8pp |
| Employer contribution / active EE | $579 | $2,244-74.2% | $2,965-80.5% | $2,588-77.6% |
| Participant deferral / active EE | $2,728 | $4,215-35.3% | $4,851-43.8% | $4,289-36.4% |
| Admin fee / account holder | $5,096 | $2,707+88.3% | $8,252-38.2% | $1,587+221.1% |