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 | $16,477 | $91,190-81.9% | $178,490-90.8% | $79,858-79.4% |
| Participation rate | 34.5% | 69.2%-34.7pp | 81.9%-47.4pp | 69.6%-35.1pp |
| Annual return | 400.11% | 24.19%+375.9pp | 151.07%+249.0pp | 31.71%+368.4pp |
| Employer contribution / active EE | $366 | $3,256-88.7% | $5,011-92.7% | $2,471-85.2% |
| Participant deferral / active EE | $1,405 | $3,236-56.6% | $5,202-73.0% | $3,740-62.4% |
| Admin fee / account holder | $355 | $6,751-94.7% | $13,984-97.5% | $5,306-93.3% |