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 8-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 | $33,375 | $198,466-83.2% | $170,442-80.4% | $147,584-77.4% |
| Participation rate | 45.5% | 88.0%-42.5pp | 83.6%-38.1pp | 82.8%-37.4pp |
| Annual return | 15.50% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $538 | $6,184-91.3% | $5,433-90.1% | $4,876-89.0% |
| Participant deferral / active EE | $3,114 | $5,629-44.7% | $4,939-37.0% | $5,439-42.7% |
| Admin fee / account holder | $14,472 | $16,852-14.1% | $13,880+4.3% | $10,885+33.0% |