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 | $74,395 | $109,413-32.0% | $156,263-52.4% | $84,808-12.3% |
| Participation rate | 36.0% | 72.7%-36.7pp | 78.9%-42.9pp | 68.3%-32.3pp |
| Annual return | 15.30% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $668 | $2,907-77.0% | $4,333-84.6% | $2,631-74.6% |
| Participant deferral / active EE | $2,551 | $4,590-44.4% | $6,158-58.6% | $4,212-39.4% |
| Admin fee / account holder | $1,030 | $9,357-89.0% | $14,255-92.8% | $7,344-86.0% |