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 9-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 | $32,646 | $81,460-59.9% | $103,333-68.4% | $80,856-59.6% |
| Participation rate | 68.1% | 66.8%+1.2pp | 74.5%-6.4pp | 67.6%+0.4pp |
| Annual return | 12.89% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $104 | $3,105-96.7% | $3,868-97.3% | $2,755-96.2% |
| Participant deferral / active EE | $4,776 | $3,869+23.5% | $5,057-5.6% | $4,296+11.2% |
| Admin fee / account holder | $308 | $6,566-95.3% | $8,355-96.3% | $6,918-95.6% |