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 8-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 | $66,846 | $60,892+9.8% | $82,389-18.9% | $84,808-21.2% |
| Participation rate | 25.9% | 63.3%-37.3pp | 69.5%-43.6pp | 68.3%-42.4pp |
| Annual return | 13.43% | 37.29%-23.9pp | 28.67%-15.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,467 | $3,179-53.9% | $4,155-64.7% | $4,212-65.2% |
| Admin fee / account holder | $403 | $5,467-92.6% | $7,231-94.4% | $7,344-94.5% |