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 | $146,593 | $133,958+9.4% | $112,228+30.6% | $134,475+9.0% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -8.18% | 47.11%-55.3pp | 27.45%-35.6pp | 417.96%-426.1pp |
| Employer contribution / active EE | $484 | $4,038-88.0% | $3,635-86.7% | $4,740-89.8% |
| Participant deferral / active EE | $2,050 | $5,291-61.3% | $4,728-56.6% | $6,400-68.0% |
| Admin fee / account holder | $2,459 | $7,489-67.2% | $6,410-61.6% | $11,426-78.5% |