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 5-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 | $56,942 | $124,425-54.2% | $112,040-49.2% | $137,256-58.5% |
| Participation rate | 31.8% | 79.3%-47.5pp | 76.5%-44.7pp | 80.0%-48.1pp |
| Annual return | 16.15% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $796 | $3,411-76.7% | $2,954-73.1% | $4,156-80.9% |
| Participant deferral / active EE | $3,956 | $5,718-30.8% | $5,098-22.4% | $6,407-38.3% |
| Admin fee / account holder | $3,838 | $15,207-74.8% | $12,098-68.3% | $12,270-68.7% |