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 | $127,065-55.2% | $113,168-49.7% | $142,382-60.0% |
| Participation rate | 31.8% | 79.2%-47.4pp | 76.6%-44.7pp | 80.1%-48.3pp |
| Annual return | 16.15% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $796 | $3,442-76.9% | $2,975-73.3% | $4,299-81.5% |
| Participant deferral / active EE | $3,956 | $5,716-30.8% | $5,107-22.5% | $6,507-39.2% |
| Admin fee / account holder | $3,838 | $15,736-75.6% | $12,068-68.2% | $12,624-69.6% |