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 | $114,381-35.7% | $107,525-31.6% | $142,382-48.3% |
| Participation rate | 15.8% | 78.1%-62.3pp | 75.1%-59.3pp | 80.1%-64.3pp |
| Annual return | 21.91% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $539 | $4,015-86.6% | $3,754-85.6% | $4,299-87.5% |
| Participant deferral / active EE | $2,131 | $5,564-61.7% | $5,116-58.4% | $6,507-67.3% |
| Admin fee / account holder | $618 | $9,860-93.7% | $8,919-93.1% | $12,624-95.1% |