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 | $15,508 | $49,915-68.9% | $154,803-90.0% | $74,304-79.1% |
| Participation rate | 23.6% | 54.0%-30.3pp | 78.1%-54.5pp | 60.3%-36.7pp |
| Annual return | 86.09% | 34.06%+52.0pp | 58.88%+27.2pp | 29.43%+56.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $962 | $2,255-57.3% | $5,540-82.6% | $3,767-74.5% |
| Admin fee / account holder | $609 | $2,189-72.2% | $14,329-95.7% | $2,969-79.5% |