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 6-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 | $42,169 | $118,849-64.5% | $96,562-56.3% | $167,490-74.8% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 16.44% | 50.49%-34.0pp | 37.78%-21.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $411 | $3,120-86.8% | $2,356-82.6% | $4,837-91.5% |
| Participant deferral / active EE | $1,265 | $4,616-72.6% | $3,849-67.1% | $6,341-80.1% |
| Admin fee / account holder | $7,535 | $8,065-6.6% | $6,181+21.9% | $12,309-38.8% |