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 | $31,960 | $127,065-74.8% | $113,168-71.8% | $142,382-77.6% |
| Participation rate | 36.8% | 79.2%-42.4pp | 76.6%-39.7pp | 80.1%-43.3pp |
| Annual return | 13.32% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.8pp |
| Employer contribution / active EE | $649 | $3,442-81.1% | $2,975-78.2% | $4,299-84.9% |
| Participant deferral / active EE | $2,563 | $5,716-55.2% | $5,107-49.8% | $6,507-60.6% |
| Admin fee / account holder | $13,883 | $15,736-11.8% | $12,068+15.0% | $12,624+10.0% |