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 | $11,862 | $22,587-47.5% | $65,255-81.8% | $75,163-84.2% |
| Participation rate | 35.5% | 63.1%-27.6pp | 65.0%-29.5pp | 67.2%-31.7pp |
| Annual return | 17.55% | 71.03%-53.5pp | 47.35%-29.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $237 | $941-74.8% | $1,691-86.0% | $2,670-91.1% |
| Participant deferral / active EE | $1,076 | $1,695-36.6% | $2,831-62.0% | $4,125-73.9% |
| Admin fee / account holder | $1,714 | $1,876-8.6% | $4,112-58.3% | $5,651-69.7% |