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 | $38,012 | $115,770-67.2% | $101,248-62.5% | $158,922-76.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 12.43% | 56.14%-43.7pp | 46.47%-34.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $625 | $4,175-85.0% | $3,660-82.9% | $4,761-86.9% |
| Participant deferral / active EE | $2,659 | $4,957-46.4% | $4,370-39.1% | $5,982-55.5% |
| Admin fee / account holder | $1,347 | $7,245-81.4% | $5,945-77.3% | $11,246-88.0% |