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 3-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 | $13,198 | $95,266-86.1% | $82,389-84.0% | $142,382-90.7% |
| Participation rate | 22.2% | 74.5%-52.2pp | 69.5%-47.3pp | 80.1%-57.9pp |
| Annual return | 20.92% | 25.74%-4.8pp | 28.67%-7.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $460 | $2,991-84.6% | $2,517-81.7% | $4,299-89.3% |
| Participant deferral / active EE | $1,203 | $4,809-75.0% | $4,155-71.1% | $6,507-81.5% |
| Admin fee / account holder | $6,948 | $8,563-18.9% | $7,231-3.9% | $12,624-45.0% |