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 5-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 | $70,868 | $60,022+18.1% | $88,946-20.3% | $84,808-16.4% |
| Participation rate | 8.6% | 57.8%-49.3pp | 68.8%-60.3pp | 68.3%-59.7pp |
| Annual return | 17.99% | 22.43%-4.4pp | 57.82%-39.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $153 | $1,703-91.0% | $2,555-94.0% | $2,631-94.2% |
| Participant deferral / active EE | $1,085 | $3,114-65.2% | $4,581-76.3% | $4,212-74.2% |
| Admin fee / account holder | $1,143 | $4,811-76.2% | $8,261-86.2% | $7,344-84.4% |