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 | $33,955 | $114,381-70.3% | $107,525-68.4% | $142,382-76.2% |
| Participation rate | 52.9% | 78.1%-25.2pp | 75.1%-22.1pp | 80.1%-27.2pp |
| Annual return | 16.15% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $685 | $4,015-82.9% | $3,754-81.7% | $4,299-84.1% |
| Participant deferral / active EE | $4,032 | $5,564-27.5% | $5,116-21.2% | $6,507-38.0% |
| Admin fee / account holder | $571 | $9,860-94.2% | $8,919-93.6% | $12,624-95.5% |