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 | $23,744 | $95,416-75.1% | $185,823-87.2% | $85,850-72.3% |
| Participation rate | 36.4% | 68.8%-32.4pp | 81.7%-45.3pp | 69.3%-33.0pp |
| Annual return | 137.22% | 23.59%+113.6pp | 122.05%+15.2pp | 318.53%-181.3pp |
| Employer contribution / active EE | $249 | $3,314-92.5% | $5,167-95.2% | $2,565-90.3% |
| Participant deferral / active EE | $1,836 | $3,423-46.4% | $5,568-67.0% | $3,952-53.5% |
| Admin fee / account holder | $1,285 | $7,213-82.2% | $16,237-92.1% | $6,260-79.5% |