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 9-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 | $33,058 | $105,859-68.8% | $90,160-63.3% | $147,584-77.6% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 41.37% | 37.63%+3.7pp | 34.88%+6.5pp | 578.55%-537.2pp |
| Employer contribution / active EE | $324 | $4,126-92.2% | $3,318-90.2% | $4,876-93.4% |
| Participant deferral / active EE | $2,074 | $5,733-63.8% | $5,288-60.8% | $5,439-61.9% |
| Admin fee / account holder | $441 | $8,046-94.5% | $5,943-92.6% | $10,885-96.0% |