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 | $117,845 | $183,519-35.8% | $155,509-24.2% | $145,922-19.2% |
| Participation rate | 47.8% | 82.7%-34.8pp | 78.2%-30.4pp | 80.3%-32.5pp |
| Annual return | 10.08% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $679 | $5,313-87.2% | $4,672-85.5% | $4,660-85.4% |
| Participant deferral / active EE | $3,439 | $6,462-46.8% | $5,626-38.9% | $6,688-48.6% |
| Admin fee / account holder | $10,401 | $19,313-46.1% | $15,912-34.6% | $13,397-22.4% |