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 | $28,388 | $49,922-43.1% | $80,569-64.8% | $75,163-62.2% |
| Participation rate | 14.4% | 55.3%-40.9pp | 67.0%-52.6pp | 67.2%-52.7pp |
| Annual return | 15.15% | 34.69%-19.5pp | 935.43%-920.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $197 | $1,698-88.4% | $2,723-92.8% | $2,670-92.6% |
| Participant deferral / active EE | $1,138 | $2,990-61.9% | $4,447-74.4% | $4,125-72.4% |
| Admin fee / account holder | $1,461 | $3,577-59.2% | $5,377-72.8% | $5,651-74.2% |