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 5-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 | $73,759 | $177,572-58.5% | $154,803-52.4% | $142,382-48.2% |
| Participation rate | 41.2% | 82.1%-40.9pp | 78.1%-36.9pp | 80.1%-38.9pp |
| Annual return | 17.08% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $201 | $4,810-95.8% | $4,305-95.3% | $4,299-95.3% |
| Participant deferral / active EE | $9,809 | $6,272+56.4% | $5,540+77.0% | $6,507+50.7% |
| Admin fee / account holder | $2,409 | $16,786-85.6% | $14,329-83.2% | $12,624-80.9% |