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 7-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 | $38,069 | $93,571-59.3% | $135,903-72.0% | $75,163-49.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 110.53% | 30.90%+79.6pp | 68.23%+42.3pp | 160.62%-50.1pp |
| Employer contribution / active EE | $39 | $3,537-98.9% | $4,856-99.2% | $2,670-98.6% |
| Participant deferral / active EE | $9,026 | $6,404+40.9% | $7,758+16.4% | $4,125+118.8% |
| Admin fee / account holder | $594 | $6,975-91.5% | $10,762-94.5% | $5,651-89.5% |