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 6-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 | $49,053 | $87,870-44.2% | $113,168-56.7% | $74,304-34.0% |
| Participation rate | 44.8% | 70.7%-25.9pp | 76.6%-31.8pp | 60.3%-15.5pp |
| Annual return | 36.29% | 26.44%+9.9pp | 24.27%+12.0pp | 29.43%+6.9pp |
| Employer contribution / active EE | $345 | $2,277-84.9% | $2,975-88.4% | $2,241-84.6% |
| Participant deferral / active EE | $2,158 | $4,241-49.1% | $5,107-57.7% | $3,767-42.7% |
| Admin fee / account holder | $2,800 | $3,368-16.9% | $12,068-76.8% | $2,969-5.7% |