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 | $67,007 | $91,190-26.5% | $178,490-62.5% | $79,858-16.1% |
| Participation rate | 22.5% | 69.2%-46.7pp | 81.9%-59.4pp | 69.6%-47.1pp |
| Annual return | 13.19% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,217 | $3,236-62.4% | $5,202-76.6% | $3,740-67.5% |
| Admin fee / account holder | $1,185 | $6,751-82.4% | $13,984-91.5% | $5,306-77.7% |