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 8-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 | $50,054 | $57,281-12.6% | $86,612-42.2% | $75,163-33.4% |
| Participation rate | 16.7% | 63.2%-46.5pp | 71.7%-55.0pp | 67.2%-50.5pp |
| Annual return | 15.10% | 2670.75%-2655.6pp | 591.07%-576.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,507 | $3,318-54.6% | $4,438-66.0% | $4,125-63.5% |
| Admin fee / account holder | $2,459 | $4,112-40.2% | $5,614-56.2% | $5,651-56.5% |