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 | $51,041 | $74,888-31.8% | $71,209-28.3% | $142,382-64.2% |
| Participation rate | 27.8% | 76.2%-48.4pp | 73.8%-46.0pp | 80.1%-52.3pp |
| Annual return | 13.24% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $307 | $2,854-89.2% | $2,721-88.7% | $4,299-92.8% |
| Participant deferral / active EE | $1,877 | $4,454-57.9% | $4,175-55.0% | $6,507-71.2% |
| Admin fee / account holder | $302 | $5,568-94.6% | $5,349-94.4% | $12,624-97.6% |