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 | $25,477 | $142,405-82.1% | $115,157-77.9% | $152,861-83.3% |
| Participation rate | 41.7% | 82.4%-40.7pp | 75.9%-34.2pp | 82.4%-40.8pp |
| Annual return | 49.32% | 41.48%+7.8pp | 35.60%+13.7pp | 345.32%-296.0pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,254 | $5,164+21.1% | $4,168+50.0% | $5,850+6.9% |
| Admin fee / account holder | $513 | $8,462-93.9% | $7,088-92.8% | $11,596-95.6% |