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 | $76,767 | $185,822-58.7% | $169,993-54.8% | $139,434-44.9% |
| Participation rate | 42.9% | 87.8%-44.9pp | 87.0%-44.1pp | 80.3%-37.5pp |
| Annual return | 14.09% | 60.50%-46.4pp | 53.37%-39.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,257 | $7,590-83.4% | $6,785-81.5% | $4,751-73.6% |
| Participant deferral / active EE | $5,401 | $11,622-53.5% | $10,408-48.1% | $6,710-19.5% |
| Admin fee / account holder | $770 | $15,381-95.0% | $12,815-94.0% | $11,403-93.2% |