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 | $41,089 | $70,475-41.7% | $100,516-59.1% | $79,858-48.5% |
| Participation rate | 57.8% | 73.7%-15.9pp | 79.4%-21.6pp | 69.6%-11.9pp |
| Annual return | 54.51% | 21.90%+32.6pp | 30.89%+23.6pp | 31.71%+22.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,856 | $5,181+32.3% | $6,270+9.4% | $3,740+83.3% |
| Admin fee / account holder | $1,162 | $4,478-74.0% | $8,081-85.6% | $5,306-78.1% |