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 | $19,566 | $49,922-60.8% | $80,569-75.7% | $75,163-74.0% |
| Participation rate | 29.6% | 55.3%-25.7pp | 67.0%-37.4pp | 67.2%-37.6pp |
| Annual return | 15.50% | 34.69%-19.2pp | 935.43%-919.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $180 | $1,698-89.4% | $2,723-93.4% | $2,670-93.2% |
| Participant deferral / active EE | $992 | $2,990-66.8% | $4,447-77.7% | $4,125-76.0% |
| Admin fee / account holder | $709 | $3,577-80.2% | $5,377-86.8% | $5,651-87.4% |