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 | $102,516 | $94,625+8.3% | $116,228-11.8% | $84,808+20.9% |
| Participation rate | 24.7% | 70.4%-45.8pp | 74.6%-49.9pp | 68.3%-43.7pp |
| Annual return | 15.20% | 20.40%-5.2pp | 90.06%-74.9pp | 40.90%-25.7pp |
| Employer contribution / active EE | $614 | $2,347-73.8% | $2,994-79.5% | $2,631-76.6% |
| Participant deferral / active EE | $1,921 | $3,972-51.6% | $4,953-61.2% | $4,212-54.4% |
| Admin fee / account holder | $4,606 | $10,091-54.4% | $11,989-61.6% | $7,344-37.3% |