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 | $27,930 | $115,770-75.9% | $101,248-72.4% | $158,922-82.4% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 39.29% | 56.14%-16.8pp | 46.47%-7.2pp | 302.83%-263.5pp |
| Employer contribution / active EE | $301 | $4,175-92.8% | $3,660-91.8% | $4,761-93.7% |
| Participant deferral / active EE | $1,952 | $4,957-60.6% | $4,370-55.3% | $5,982-67.4% |
| Admin fee / account holder | $1,886 | $7,245-74.0% | $5,945-68.3% | $11,246-83.2% |