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 | $106,941 | $177,572-39.8% | $154,803-30.9% | $142,382-24.9% |
| Participation rate | 42.1% | 82.1%-40.0pp | 78.1%-36.0pp | 80.1%-38.0pp |
| Annual return | 19.34% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $145 | $4,810-97.0% | $4,305-96.6% | $4,299-96.6% |
| Participant deferral / active EE | $5,244 | $6,272-16.4% | $5,540-5.4% | $6,507-19.4% |
| Admin fee / account holder | $3,264 | $16,786-80.6% | $14,329-77.2% | $12,624-74.1% |