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 | $50,997 | $109,413-53.4% | $156,263-67.4% | $84,808-39.9% |
| Participation rate | 32.4% | 72.7%-40.3pp | 78.9%-46.5pp | 68.3%-35.9pp |
| Annual return | 62.74% | 20.18%+42.6pp | 59.47%+3.3pp | 40.90%+21.8pp |
| Employer contribution / active EE | $751 | $2,907-74.2% | $4,333-82.7% | $2,631-71.4% |
| Participant deferral / active EE | $2,349 | $4,590-48.8% | $6,158-61.9% | $4,212-44.2% |
| Admin fee / account holder | $2,870 | $9,357-69.3% | $14,255-79.9% | $7,344-60.9% |