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 | $43,632 | $109,881-60.3% | $150,045-70.9% | $84,808-48.6% |
| Participation rate | 52.3% | 76.1%-23.8pp | 82.3%-30.0pp | 68.3%-16.0pp |
| Annual return | 23.50% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $166 | $3,561-95.3% | $4,693-96.5% | $2,631-93.7% |
| Participant deferral / active EE | $5,605 | $6,636-15.5% | $7,997-29.9% | $4,212+33.1% |
| Admin fee / account holder | $4,632 | $8,568-45.9% | $13,435-65.5% | $7,344-36.9% |