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 | $113,571 | $133,922-15.2% | $116,228-2.3% | $142,382-20.2% |
| Participation rate | 47.6% | 77.9%-30.2pp | 74.6%-26.9pp | 80.1%-32.5pp |
| Annual return | 11.65% | 147.76%-136.1pp | 90.06%-78.4pp | 217.08%-205.4pp |
| Employer contribution / active EE | $334 | $3,446-90.3% | $2,994-88.8% | $4,299-92.2% |
| Participant deferral / active EE | $2,732 | $5,672-51.8% | $4,953-44.8% | $6,507-58.0% |
| Admin fee / account holder | $40,658 | $14,945+172.1% | $11,989+239.1% | $12,624+222.1% |