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 | $117,980 | $109,413+7.8% | $156,263-24.5% | $84,808+39.1% |
| Participation rate | 58.6% | 72.7%-14.1pp | 78.9%-20.3pp | 68.3%-9.7pp |
| Annual return | 19.25% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,429 | $4,590+83.7% | $6,158+36.9% | $4,212+100.1% |
| Admin fee / account holder | $3,260 | $9,357-65.2% | $14,255-77.1% | $7,344-55.6% |