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 | $46,802 | $55,371-15.5% | $95,585-51.0% | $74,304-37.0% |
| Participation rate | 27.8% | 53.8%-26.0pp | 72.1%-44.3pp | 60.3%-32.5pp |
| Annual return | 47.56% | 24.26%+23.3pp | 38.56%+9.0pp | 29.43%+18.1pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,956 | $2,955+33.9% | $4,023-1.6% | $3,767+5.0% |
| Admin fee / account holder | $12,183 | $2,620+364.9% | $6,127+98.8% | $2,969+310.4% |