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 | $25,198 | $133,958-81.2% | $112,228-77.5% | $134,475-81.3% |
| Participation rate | 29.4% | 78.6%-49.1pp | 75.1%-45.6pp | 81.2%-51.8pp |
| Annual return | 5.90% | 47.11%-41.2pp | 27.45%-21.6pp | 417.96%-412.1pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,373 | $5,291-17.3% | $4,728-7.5% | $6,400-31.7% |
| Admin fee / account holder | $365 | $7,489-95.1% | $6,410-94.3% | $11,426-96.8% |