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 | $63,255 | $104,974-39.7% | $95,585-33.8% | $142,382-55.6% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 17.22% | 210.33%-193.1pp | 38.56%-21.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $59 | $2,779-97.9% | $2,527-97.7% | $4,299-98.6% |
| Participant deferral / active EE | $2,989 | $4,352-31.3% | $4,023-25.7% | $6,507-54.1% |
| Admin fee / account holder | $373 | $6,386-94.2% | $6,127-93.9% | $12,624-97.0% |