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 3-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 | $39,852 | $148,534-73.2% | $135,903-70.7% | $139,434-71.4% |
| Participation rate | 21.1% | 83.9%-62.8pp | 81.9%-60.9pp | 80.3%-59.3pp |
| Annual return | 26.00% | 79.19%-53.2pp | 68.23%-42.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $906 | $5,243-82.7% | $4,856-81.3% | $4,751-80.9% |
| Participant deferral / active EE | $4,211 | $8,100-48.0% | $7,758-45.7% | $6,710-37.2% |
| Admin fee / account holder | $665 | $12,400-94.6% | $10,762-93.8% | $11,403-94.2% |