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 | $127,364 | $183,592-30.6% | $155,567-18.1% | $145,959-12.7% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 16.60% | 61.24%-44.6pp | 64.74%-48.1pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,024 | $5,315-80.7% | $4,674-78.1% | $4,661-78.0% |
| Participant deferral / active EE | $3,214 | $6,464-50.3% | $5,628-42.9% | $6,689-51.9% |
| Admin fee / account holder | $593 | $19,318-96.9% | $15,916-96.3% | $13,398-95.6% |