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 8-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 | $18,920 | $148,534-87.3% | $135,903-86.1% | $139,434-86.4% |
| Participation rate | 22.2% | 83.9%-61.6pp | 81.9%-59.7pp | 80.3%-58.1pp |
| Annual return | 23.79% | 79.19%-55.4pp | 68.23%-44.4pp | 372.94%-349.2pp |
| Employer contribution / active EE | $643 | $5,243-87.7% | $4,856-86.8% | $4,751-86.5% |
| Participant deferral / active EE | $2,870 | $8,100-64.6% | $7,758-63.0% | $6,710-57.2% |
| Admin fee / account holder | $3,312 | $12,400-73.3% | $10,762-69.2% | $11,403-71.0% |