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 6-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 | $86,249 | $165,984-48.0% | $164,813-47.7% | $145,922-40.9% |
| Participation rate | 13.3% | 82.0%-68.7pp | 78.6%-65.3pp | 80.3%-66.9pp |
| Annual return | 16.67% | 100.03%-83.4pp | 69.93%-53.3pp | 561.29%-544.6pp |
| Employer contribution / active EE | $311 | $5,273-94.1% | $4,341-92.8% | $4,660-93.3% |
| Participant deferral / active EE | $3,806 | $6,959-45.3% | $6,031-36.9% | $6,688-43.1% |
| Admin fee / account holder | $302 | $16,648-98.2% | $12,690-97.6% | $13,397-97.7% |