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 | $90,506 | $89,753+0.8% | $107,525-15.8% | $84,808+6.7% |
| Participation rate | 27.1% | 68.1%-40.9pp | 75.1%-48.0pp | 68.3%-41.2pp |
| Annual return | 13.30% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $658 | $3,113-78.9% | $3,754-82.5% | $2,631-75.0% |
| Participant deferral / active EE | $2,362 | $4,056-41.8% | $5,116-53.8% | $4,212-43.9% |
| Admin fee / account holder | $512 | $7,222-92.9% | $8,919-94.3% | $7,344-93.0% |