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 | $48,672 | $165,335-70.6% | $149,696-67.5% | $158,922-69.4% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 12.07% | 348.15%-336.1pp | 276.60%-264.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $467 | $5,103-90.9% | $4,644-90.0% | $4,761-90.2% |
| Participant deferral / active EE | $3,880 | $7,181-46.0% | $6,842-43.3% | $5,982-35.1% |
| Admin fee / account holder | $852 | $10,807-92.1% | $9,309-90.8% | $11,246-92.4% |