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 10-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 | $139,664 | $183,963-24.1% | $162,163-13.9% | $152,861-8.6% |
| Participation rate | 53.8% | 88.5%-34.7pp | 87.6%-33.7pp | 82.4%-28.6pp |
| Annual return | 17.87% | 150.76%-132.9pp | 115.59%-97.7pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,116 | $6,371-82.5% | $5,614-80.1% | $4,762-76.6% |
| Participant deferral / active EE | $2,883 | $8,034-64.1% | $7,298-60.5% | $5,850-50.7% |
| Admin fee / account holder | $624 | $13,121-95.2% | $10,843-94.2% | $11,596-94.6% |