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 | $230,560 | $176,662+30.5% | $130,648+76.5% | $152,861+50.8% |
| Participation rate | 36.8% | 79.0%-42.1pp | 71.7%-34.9pp | 82.4%-45.6pp |
| Annual return | 18.18% | 2692.24%-2674.1pp | 1708.96%-1690.8pp | 345.32%-327.1pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,220 | $4,361+111.4% | $3,603+155.9% | $5,850+57.6% |
| Admin fee / account holder | $64,285 | $7,133+801.3% | $5,464+1076.4% | $11,596+454.3% |