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 | $44,387 | $80,673-45.0% | $101,326-56.2% | $84,808-47.7% |
| Participation rate | 58.9% | 77.8%-18.8pp | 81.5%-22.5pp | 68.3%-9.4pp |
| Annual return | 20.75% | 38.95%-18.2pp | 36.82%-16.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,697 | $6,840+12.5% | $7,994-3.7% | $4,212+82.8% |
| Admin fee / account holder | $2,175 | $12,784-83.0% | $11,185-80.6% | $7,344-70.4% |