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 8-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 | $33,126 | $71,516-53.7% | $98,439-66.3% | $71,457-53.6% |
| Participation rate | 55.0% | 72.7%-17.7pp | 75.2%-20.2pp | 67.9%-12.9pp |
| Annual return | 14.29% | 32.41%-18.1pp | 21.16%-6.9pp | 28.85%-14.6pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,316 | $4,109-43.6% | $4,738-51.1% | $4,289-46.0% |
| Admin fee / account holder | $3,835 | $1,675+129.0% | $8,948-57.1% | $1,587+141.6% |