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 6-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 | $120,609 | $201,272-40.1% | $184,203-34.5% | $145,922-17.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 23.24% | 29.00%-5.8pp | 28.81%-5.6pp | 561.29%-538.0pp |
| Employer contribution / active EE | $546 | $7,022-92.2% | $6,427-91.5% | $4,660-88.3% |
| Participant deferral / active EE | $10,944 | $9,806+11.6% | $9,131+19.9% | $6,688+63.6% |
| Admin fee / account holder | $471 | $16,364-97.1% | $13,901-96.6% | $13,397-96.5% |