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 | $22,929 | $85,202-73.1% | $172,739-86.7% | $72,985-68.6% |
| Participation rate | 61.3% | 70.1%-8.7pp | 82.6%-21.3pp | 69.5%-8.2pp |
| Annual return | 17.23% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,587 | $3,260-51.3% | $5,198-69.5% | $3,607-56.0% |
| Admin fee / account holder | $1,320 | $5,884-77.6% | $13,954-90.5% | $5,124-74.2% |