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 | $58,862 | $37,426+57.3% | $77,482-24.0% | $79,858-26.3% |
| Participation rate | 27.3% | 41.5%-14.2pp | 54.2%-26.9pp | 69.6%-42.4pp |
| Annual return | 11.58% | 39.70%-28.1pp | 54.79%-43.2pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $425 | $1,260-66.3% | $1,861-77.2% | $3,740-88.6% |
| Admin fee / account holder | $838 | $2,504-66.5% | $2,858-70.7% | $5,306-84.2% |