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 | $39,682 | $72,277-45.1% | $101,248-60.8% | $79,858-50.3% |
| Participation rate | 51.0% | 68.5%-17.4pp | 75.8%-24.8pp | 69.6%-18.6pp |
| Annual return | 21.46% | 22.30%-0.8pp | 46.47%-25.0pp | 31.71%-10.3pp |
| Employer contribution / active EE | $402 | $2,692-85.1% | $3,660-89.0% | $2,471-83.7% |
| Participant deferral / active EE | $5,517 | $3,282+68.1% | $4,370+26.2% | $3,740+47.5% |
| Admin fee / account holder | $605 | $4,400-86.2% | $5,945-89.8% | $5,306-88.6% |