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 8-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 | $29,625 | $176,056-83.2% | $159,436-81.4% | $167,490-82.3% |
| Participation rate | 52.6% | 84.9%-32.3pp | 82.8%-30.2pp | 82.1%-29.5pp |
| Annual return | 16.98% | 331.75%-314.8pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $689 | $5,297-87.0% | $4,829-85.7% | $4,837-85.8% |
| Participant deferral / active EE | $3,195 | $7,750-58.8% | $7,352-56.5% | $6,341-49.6% |
| Admin fee / account holder | $1,768 | $12,554-85.9% | $10,799-83.6% | $12,309-85.6% |