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 7-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 | $54,247 | $86,929-37.6% | $102,423-47.0% | $80,856-32.9% |
| Participation rate | 56.1% | 72.4%-16.3pp | 76.5%-20.4pp | 67.6%-11.5pp |
| Annual return | 10.67% | 18.88%-8.2pp | 29.32%-18.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $524 | $2,369-77.9% | $3,023-82.7% | $2,755-81.0% |
| Participant deferral / active EE | $2,096 | $4,118-49.1% | $5,053-58.5% | $4,296-51.2% |
| Admin fee / account holder | $642 | $8,049-92.0% | $9,451-93.2% | $6,918-90.7% |