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 | $73,418 | $159,934-54.1% | $147,005-50.1% | $145,959-49.7% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 10.86% | 98.24%-87.4pp | 418.76%-407.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $161 | $5,287-97.0% | $4,934-96.7% | $4,661-96.6% |
| Participant deferral / active EE | $4,885 | $8,427-42.0% | $8,070-39.5% | $6,689-27.0% |
| Admin fee / account holder | $1,896 | $15,053-87.4% | $13,006-85.4% | $13,398-85.8% |