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 | $75,335 | $56,317+33.8% | $71,209+5.8% | $74,304+1.4% |
| Participation rate | 29.1% | 55.1%-26.0pp | 73.8%-44.6pp | 60.3%-31.2pp |
| Annual return | 15.84% | 42.83%-27.0pp | 282.51%-266.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $789 | $2,788-71.7% | $4,175-81.1% | $3,767-79.1% |
| Admin fee / account holder | $9,985 | $2,290+336.1% | $5,349+86.7% | $2,969+236.3% |