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 | $25,944 | $45,312-42.7% | $86,233-69.9% | $67,986-61.8% |
| Participation rate | 22.7% | 42.4%-19.8pp | 69.0%-46.4pp | 57.2%-34.6pp |
| Annual return | 20.08% | 24.79%-4.7pp | 61.39%-41.3pp | 31.67%-11.6pp |
| Employer contribution / active EE | $5 | $1,160-99.5% | $2,504-99.8% | $2,019-99.7% |
| Participant deferral / active EE | $4,486 | $2,185+105.4% | $4,559-1.6% | $3,358+33.6% |
| Admin fee / account holder | $6,242 | $3,295+89.5% | $8,342-25.2% | $3,203+94.9% |