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 6-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 | $41,060 | $177,572-76.9% | $154,803-73.5% | $142,382-71.2% |
| Participation rate | 31.6% | 82.1%-50.5pp | 78.1%-46.5pp | 80.1%-48.5pp |
| Annual return | 14.39% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $538 | $4,810-88.8% | $4,305-87.5% | $4,299-87.5% |
| Participant deferral / active EE | $1,717 | $6,272-72.6% | $5,540-69.0% | $6,507-73.6% |
| Admin fee / account holder | $446 | $16,786-97.3% | $14,329-96.9% | $12,624-96.5% |