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 | $52,697 | $58,927-10.6% | $76,817-31.4% | $72,985-27.8% |
| Participation rate | 53.7% | 67.3%-13.7pp | 72.1%-18.4pp | 69.5%-15.8pp |
| Annual return | 21.69% | 2305.64%-2284.0pp | 1166.11%-1144.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $177 | $1,787-90.1% | $2,302-92.3% | $2,440-92.8% |
| Participant deferral / active EE | $1,177 | $2,690-56.3% | $3,336-64.7% | $3,607-67.4% |
| Admin fee / account holder | $642 | $4,013-84.0% | $6,420-90.0% | $5,124-87.5% |