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 | $33,876 | $89,753-62.3% | $107,525-68.5% | $84,808-60.1% |
| Participation rate | 28.6% | 68.1%-39.5pp | 75.1%-46.5pp | 68.3%-39.7pp |
| Annual return | 21.68% | 29.48%-7.8pp | 181.32%-159.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $689 | $3,113-77.9% | $3,754-81.6% | $2,631-73.8% |
| Participant deferral / active EE | $1,702 | $4,056-58.0% | $5,116-66.7% | $4,212-59.6% |
| Admin fee / account holder | $2,549 | $7,222-64.7% | $8,919-71.4% | $7,344-65.3% |