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 | $26,572 | $59,535-55.4% | $90,160-70.5% | $62,292-57.3% |
| Participation rate | 51.5% | 73.0%-21.5pp | 76.9%-25.3pp | 69.5%-18.0pp |
| Annual return | 135.24% | 23.53%+111.7pp | 34.88%+100.4pp | 28.90%+106.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,573 | $4,639-1.4% | $5,288-13.5% | $3,169+44.3% |
| Admin fee / account holder | $1,275 | $337+278.7% | $5,943-78.5% | $479+166.0% |