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 | $45,343-65.8% | $150,298-89.7% | $67,986-77.2% |
| Participation rate | 23.6% | 51.9%-28.2pp | 77.8%-54.1pp | 57.2%-33.6pp |
| Annual return | 86.09% | 33.28%+52.8pp | 62.79%+23.3pp | 31.67%+54.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $962 | $2,055-53.2% | $5,453-82.4% | $3,358-71.4% |
| Admin fee / account holder | $609 | $2,250-72.9% | $14,116-95.7% | $3,203-81.0% |