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 | $73,600 | $111,535-34.0% | $105,223-30.1% | $137,256-46.4% |
| Participation rate | 15.8% | 78.1%-62.3pp | 75.0%-59.3pp | 80.0%-64.2pp |
| Annual return | 21.91% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $539 | $3,939-86.3% | $3,689-85.4% | $4,156-87.0% |
| Participant deferral / active EE | $2,131 | $5,500-61.3% | $5,072-58.0% | $6,407-66.7% |
| Admin fee / account holder | $618 | $9,721-93.6% | $8,859-93.0% | $12,270-95.0% |