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 | $125,180 | $144,119-13.1% | $117,854+6.2% | $147,584-15.2% |
| Participation rate | 47.6% | 83.4%-35.8pp | 79.7%-32.0pp | 82.8%-35.2pp |
| Annual return | 20.58% | 531.15%-510.6pp | 335.08%-314.5pp | 578.55%-558.0pp |
| Employer contribution / active EE | $715 | $4,896-85.4% | $3,786-81.1% | $4,876-85.3% |
| Participant deferral / active EE | $2,671 | $5,316-49.8% | $4,482-40.4% | $5,439-50.9% |
| Admin fee / account holder | $520 | $10,886-95.2% | $8,020-93.5% | $10,885-95.2% |