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 6-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 | $131,127 | $175,202-25.2% | $149,673-12.4% | $139,434-6.0% |
| Participation rate | 23.1% | 83.4%-60.3pp | 78.8%-55.7pp | 80.3%-57.2pp |
| Annual return | 12.59% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,896 | $6,519-24.9% | $5,680-13.8% | $6,710-27.0% |
| Admin fee / account holder | $12,854 | $16,150-20.4% | $13,210-2.7% | $11,403+12.7% |