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 | $20,824 | $60,892-65.8% | $82,389-74.7% | $84,808-75.4% |
| Participation rate | 34.0% | 63.3%-29.3pp | 69.5%-35.6pp | 68.3%-34.3pp |
| Annual return | 15.84% | 37.29%-21.5pp | 28.67%-12.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,885 | $3,179-40.7% | $4,155-54.6% | $4,212-55.2% |
| Admin fee / account holder | $612 | $5,467-88.8% | $7,231-91.5% | $7,344-91.7% |