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 | $74,927-51.9% | $101,794-64.6% | $84,808-57.5% |
| Participation rate | 43.9% | 61.4%-17.5pp | 69.2%-25.3pp | 68.3%-24.4pp |
| Annual return | 13.21% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $244 | $1,522-84.0% | $2,289-89.3% | $2,631-90.7% |
| Participant deferral / active EE | $1,400 | $3,099-54.8% | $4,084-65.7% | $4,212-66.8% |
| Admin fee / account holder | $7,286 | $6,514+11.8% | $8,777-17.0% | $7,344-0.8% |