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 | $60,471 | $183,519-67.0% | $155,509-61.1% | $145,922-58.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.83% | 61.17%-39.3pp | 64.67%-42.8pp | 561.29%-539.5pp |
| Employer contribution / active EE | $744 | $5,313-86.0% | $4,672-84.1% | $4,660-84.0% |
| Participant deferral / active EE | $4,419 | $6,462-31.6% | $5,626-21.5% | $6,688-33.9% |
| Admin fee / account holder | $587 | $19,313-97.0% | $15,912-96.3% | $13,397-95.6% |