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 | $40,391 | $175,202-76.9% | $149,673-73.0% | $139,434-71.0% |
| Participation rate | 57.9% | 83.4%-25.5pp | 78.8%-20.9pp | 80.3%-22.4pp |
| Annual return | 18.86% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $798 | $5,474-85.4% | $4,818-83.4% | $4,751-83.2% |
| Participant deferral / active EE | $1,911 | $6,519-70.7% | $5,680-66.4% | $6,710-71.5% |
| Admin fee / account holder | $2,001 | $16,150-87.6% | $13,210-84.9% | $11,403-82.5% |