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 | $104,203 | $114,381-8.9% | $107,525-3.1% | $142,382-26.8% |
| Participation rate | 22.7% | 78.1%-55.4pp | 75.1%-52.3pp | 80.1%-57.4pp |
| Annual return | 19.14% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $601 | $4,015-85.0% | $3,754-84.0% | $4,299-86.0% |
| Participant deferral / active EE | $3,328 | $5,564-40.2% | $5,116-34.9% | $6,507-48.9% |
| Admin fee / account holder | $2,389 | $9,860-75.8% | $8,919-73.2% | $12,624-81.1% |