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 | $16,624 | $148,534-88.8% | $135,903-87.8% | $139,434-88.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 19.78% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $802 | $5,243-84.7% | $4,856-83.5% | $4,751-83.1% |
| Participant deferral / active EE | $3,773 | $8,100-53.4% | $7,758-51.4% | $6,710-43.8% |
| Admin fee / account holder | $6,164 | $12,400-50.3% | $10,762-42.7% | $11,403-45.9% |