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 | $36,056 | $73,787-51.1% | $98,716-63.5% | $82,448-56.3% |
| Participation rate | 43.9% | 61.4%-17.5pp | 69.3%-25.4pp | 68.1%-24.2pp |
| Annual return | 13.21% | 18.57%-5.4pp | 31.81%-18.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $244 | $1,511-83.9% | $2,279-89.3% | $2,551-90.4% |
| Participant deferral / active EE | $1,400 | $3,081-54.6% | $4,048-65.4% | $4,139-66.2% |
| Admin fee / account holder | $7,286 | $6,500+12.1% | $8,703-16.3% | $7,234+0.7% |