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 8-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 | $111,370 | $183,519-39.3% | $155,509-28.4% | $145,922-23.7% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 8.77% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $886 | $5,313-83.3% | $4,672-81.0% | $4,660-81.0% |
| Participant deferral / active EE | $7,270 | $6,462+12.5% | $5,626+29.2% | $6,688+8.7% |
| Admin fee / account holder | $1,080 | $19,313-94.4% | $15,912-93.2% | $13,397-91.9% |