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 | $26,172 | $53,053-50.7% | $126,539-79.3% | $74,304-64.8% |
| Participation rate | 24.8% | 48.0%-23.2pp | 69.8%-45.0pp | 60.3%-35.5pp |
| Annual return | 17.49% | 29.46%-12.0pp | 425.95%-408.5pp | 29.43%-11.9pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,013 | $2,303-12.6% | $4,083-50.7% | $3,767-46.6% |
| Admin fee / account holder | $2,132 | $3,698-42.4% | $6,065-64.8% | $2,969-28.2% |