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 7-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 | $73,481 | $111,814-34.3% | $103,374-28.9% | $145,959-49.7% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 9.07% | 24.77%-15.7pp | 24.89%-15.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $505 | $4,214-88.0% | $3,869-86.9% | $4,661-89.2% |
| Participant deferral / active EE | $4,364 | $5,618-22.3% | $5,058-13.7% | $6,689-34.8% |
| Admin fee / account holder | $2,129 | $9,754-78.2% | $8,394-74.6% | $13,398-84.1% |