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 8-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 | $68,762 | $50,982+34.9% | $154,803-55.6% | $85,563-19.6% |
| Participation rate | 23.6% | 59.8%-36.2pp | 78.1%-54.5pp | 66.0%-42.4pp |
| Annual return | 17.47% | 30.35%-12.9pp | 58.88%-41.4pp | 31.51%-14.0pp |
| Employer contribution / active EE | $223 | $1,708-87.0% | $4,305-94.8% | $2,654-91.6% |
| Participant deferral / active EE | $2,475 | $2,4740% | $5,540-55.3% | $4,375-43.4% |
| Admin fee / account holder | $1,726 | $846+104.0% | $14,329-88.0% | $834+106.9% |