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 8-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 | $238,788 | $117,859+102.6% | $102,438+133.1% | $145,959+63.6% |
| Participation rate | 36.4% | 78.6%-42.2pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 15.37% | 31.72%-16.3pp | 29.37%-14.0pp | 561.95%-546.6pp |
| Employer contribution / active EE | $584 | $3,615-83.8% | $3,024-80.7% | $4,661-87.5% |
| Participant deferral / active EE | $2,554 | $5,732-55.4% | $5,054-49.5% | $6,689-61.8% |
| Admin fee / account holder | $11,267 | $13,318-15.4% | $9,448+19.3% | $13,398-15.9% |