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 | $52,245 | $74,888-30.2% | $71,209-26.6% | $142,382-63.3% |
| Participation rate | 26.7% | 76.2%-49.6pp | 73.8%-47.1pp | 80.1%-53.5pp |
| Annual return | 20.06% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $264 | $2,854-90.7% | $2,721-90.3% | $4,299-93.9% |
| Participant deferral / active EE | $3,288 | $4,454-26.2% | $4,175-21.2% | $6,507-49.5% |
| Admin fee / account holder | $2,828 | $5,568-49.2% | $5,349-47.1% | $12,624-77.6% |