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 | $41,489 | $89,753-53.8% | $107,525-61.4% | $84,808-51.1% |
| Participation rate | 56.7% | 68.1%-11.4pp | 75.1%-18.4pp | 68.3%-11.6pp |
| Annual return | 14.17% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $769 | $3,113-75.3% | $3,754-79.5% | $2,631-70.8% |
| Participant deferral / active EE | $3,414 | $4,056-15.8% | $5,116-33.3% | $4,212-18.9% |
| Admin fee / account holder | $414 | $7,222-94.3% | $8,919-95.4% | $7,344-94.4% |