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 7-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 | $123,901 | $94,625+30.9% | $116,228+6.6% | $84,808+46.1% |
| Participation rate | 36.4% | 70.4%-34.1pp | 74.6%-38.2pp | 68.3%-31.9pp |
| Annual return | 183.28% | 20.40%+162.9pp | 90.06%+93.2pp | 40.90%+142.4pp |
| Employer contribution / active EE | $376 | $2,347-84.0% | $2,994-87.4% | $2,631-85.7% |
| Participant deferral / active EE | $2,037 | $3,972-48.7% | $4,953-58.9% | $4,212-51.6% |
| Admin fee / account holder | $1,022 | $10,091-89.9% | $11,989-91.5% | $7,344-86.1% |