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 | $35,093 | $163,101-78.5% | $136,749-74.3% | $142,382-75.4% |
| Participation rate | 64.3% | 78.2%-13.9pp | 72.1%-7.9pp | 80.1%-15.8pp |
| Annual return | 15.96% | 27.54%-11.6pp | 24.33%-8.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $432 | $4,117-89.5% | $3,400-87.3% | $4,299-89.9% |
| Participant deferral / active EE | $4,386 | $5,585-21.5% | $4,692-6.5% | $6,507-32.6% |
| Admin fee / account holder | $4,683 | $14,318-67.3% | $11,386-58.9% | $12,624-62.9% |