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 | $77,948 | $53,777+44.9% | $134,143-41.9% | $79,858-2.4% |
| Participation rate | 40.4% | 58.8%-18.3pp | 72.2%-31.7pp | 69.6%-29.2pp |
| Annual return | 14.56% | 19.01%-4.4pp | 36.33%-21.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $230 | $1,321-82.6% | $3,704-93.8% | $2,471-90.7% |
| Participant deferral / active EE | $1,195 | $2,420-50.6% | $3,499-65.8% | $3,740-68.0% |
| Admin fee / account holder | $6,694 | $3,984+68.0% | $6,684+0.1% | $5,306+26.1% |