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 | $109,726 | $179,726-38.9% | $156,263-29.8% | $142,382-22.9% |
| Participation rate | 18.2% | 82.1%-63.9pp | 78.9%-60.7pp | 80.1%-61.9pp |
| Annual return | 16.23% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $402 | $5,069-92.1% | $4,333-90.7% | $4,299-90.6% |
| Participant deferral / active EE | $2,980 | $6,956-57.2% | $6,158-51.6% | $6,507-54.2% |
| Admin fee / account holder | $2,796 | $17,272-83.8% | $14,255-80.4% | $12,624-77.9% |