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 5-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 | $27,364 | $49,922-45.2% | $80,569-66.0% | $75,163-63.6% |
| Participation rate | 37.0% | 55.3%-18.3pp | 67.0%-30.0pp | 67.2%-30.2pp |
| Annual return | 26.80% | 34.69%-7.9pp | 935.43%-908.6pp | 160.62%-133.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,433 | $2,990+115.1% | $4,447+44.6% | $4,125+55.9% |
| Admin fee / account holder | $4,681 | $3,577+30.9% | $5,377-12.9% | $5,651-17.2% |