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 | $100,893 | $166,020-39.2% | $164,866-38.8% | $145,959-30.9% |
| Participation rate | 22.7% | 82.0%-59.3pp | 78.6%-55.9pp | 80.3%-57.6pp |
| Annual return | 12.88% | 100.08%-87.2pp | 69.97%-57.1pp | 561.95%-549.1pp |
| Employer contribution / active EE | $562 | $5,275-89.3% | $4,343-87.1% | $4,661-87.9% |
| Participant deferral / active EE | $3,666 | $6,961-47.3% | $6,033-39.2% | $6,689-45.2% |
| Admin fee / account holder | $1,431 | $16,644-91.4% | $12,689-88.7% | $13,398-89.3% |