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 3-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 | $29,912 | $89,753-66.7% | $107,525-72.2% | $84,808-64.7% |
| Participation rate | 30.8% | 68.1%-37.3pp | 75.1%-44.3pp | 68.3%-37.5pp |
| Annual return | 47.92% | 29.48%+18.4pp | 181.32%-133.4pp | 40.90%+7.0pp |
| Employer contribution / active EE | $787 | $3,113-74.7% | $3,754-79.0% | $2,631-70.1% |
| Participant deferral / active EE | $3,051 | $4,056-24.8% | $5,116-40.4% | $4,212-27.6% |
| Admin fee / account holder | $2,038 | $7,222-71.8% | $8,919-77.1% | $7,344-72.2% |