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 8-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 | $59,229 | $96,128-38.4% | $136,007-56.5% | $80,856-26.7% |
| Participation rate | 45.0% | 71.2%-26.2pp | 76.5%-31.5pp | 67.6%-22.6pp |
| Annual return | 12.13% | 28.71%-16.6pp | 579.32%-567.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $366 | $3,351-89.1% | $4,217-91.3% | $2,755-86.7% |
| Participant deferral / active EE | $3,213 | $5,709-43.7% | $7,025-54.3% | $4,296-25.2% |
| Admin fee / account holder | $2,411 | $8,236-70.7% | $6,858-64.8% | $6,918-65.1% |