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 | $57,590+23.1% | $86,233-17.8% | $82,448-14.0% |
| Participation rate | 8.6% | 57.9%-49.3pp | 69.0%-60.4pp | 68.1%-59.5pp |
| Annual return | 17.99% | 22.41%-4.4pp | 61.39%-43.4pp | 41.64%-23.7pp |
| Employer contribution / active EE | $153 | $1,655-90.7% | $2,504-93.9% | $2,551-94.0% |
| Participant deferral / active EE | $1,085 | $3,080-64.8% | $4,559-76.2% | $4,139-73.8% |
| Admin fee / account holder | $1,143 | $4,730-75.8% | $8,342-86.3% | $7,234-84.2% |