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 4-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 | $67,389 | $198,466-66.0% | $170,442-60.5% | $147,584-54.3% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 20.13% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $739 | $6,184-88.0% | $5,433-86.4% | $4,876-84.8% |
| Participant deferral / active EE | $2,054 | $5,629-63.5% | $4,939-58.4% | $5,439-62.2% |
| Admin fee / account holder | $4,793 | $16,852-71.6% | $13,880-65.5% | $10,885-56.0% |