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 7-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 | $100,072 | $165,984-39.7% | $164,813-39.3% | $145,922-31.4% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 9.62% | 100.03%-90.4pp | 69.93%-60.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,057 | $5,273-79.9% | $4,341-75.6% | $4,660-77.3% |
| Participant deferral / active EE | $8,935 | $6,959+28.4% | $6,031+48.1% | $6,688+33.6% |
| Admin fee / account holder | $960 | $16,648-94.2% | $12,690-92.4% | $13,397-92.8% |