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 | $32,284 | $102,317-68.4% | $146,958-78.0% | $80,856-60.1% |
| Participation rate | 46.7% | 75.8%-29.2pp | 82.2%-35.5pp | 67.6%-21.0pp |
| Annual return | 21.83% | 134.76%-112.9pp | 418.34%-396.5pp | 35.59%-13.8pp |
| Employer contribution / active EE | $769 | $3,713-79.3% | $4,933-84.4% | $2,755-72.1% |
| Participant deferral / active EE | $3,414 | $6,644-48.6% | $8,070-57.7% | $4,296-20.5% |
| Admin fee / account holder | $1,156 | $7,941-85.4% | $12,998-91.1% | $6,918-83.3% |