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 | $27,476 | $65,365-58.0% | $92,893-70.4% | $72,985-62.4% |
| Participation rate | 39.1% | 68.3%-29.2pp | 76.0%-36.9pp | 69.5%-30.4pp |
| Annual return | 19.18% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $485 | $2,594-81.3% | $3,653-86.7% | $2,440-80.1% |
| Participant deferral / active EE | $2,066 | $3,128-34.0% | $4,236-51.2% | $3,607-42.7% |
| Admin fee / account holder | $884 | $4,251-79.2% | $5,794-84.7% | $5,124-82.7% |