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 | $49,095 | $115,770-57.6% | $101,248-51.5% | $158,922-69.1% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 16.68% | 56.14%-39.5pp | 46.47%-29.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $591 | $4,175-85.9% | $3,660-83.9% | $4,761-87.6% |
| Participant deferral / active EE | $4,219 | $4,957-14.9% | $4,370-3.5% | $5,982-29.5% |
| Admin fee / account holder | $1,256 | $7,245-82.7% | $5,945-78.9% | $11,246-88.8% |