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 | $86,179 | $214,378-59.8% | $200,582-57.0% | $142,382-39.5% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 23.20% | 46.41%-23.2pp | 42.33%-19.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $416 | $6,841-93.9% | $6,419-93.5% | $4,299-90.3% |
| Participant deferral / active EE | $3,416 | $9,865-65.4% | $9,331-63.4% | $6,507-47.5% |
| Admin fee / account holder | $324 | $17,692-98.2% | $16,305-98.0% | $12,624-97.4% |