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 9-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 | $23,920 | $84,233-71.6% | $170,442-86.0% | $70,131-65.9% |
| Participation rate | 48.9% | 70.8%-21.9pp | 83.6%-34.7pp | 69.5%-20.7pp |
| Annual return | 21.40% | 23.06%-1.7pp | 205.93%-184.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $153 | $3,387-95.5% | $5,433-97.2% | $2,342-93.5% |
| Participant deferral / active EE | $1,110 | $3,086-64.0% | $4,939-77.5% | $3,332-66.7% |
| Admin fee / account holder | $2,571 | $5,698-54.9% | $13,880-81.5% | $4,645-44.6% |