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 | $100,580 | $105,998-5.1% | $92,233+9.0% | $147,584-31.8% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 31.21% | 50.05%-18.8pp | 176.28%-145.1pp | 578.55%-547.3pp |
| Employer contribution / active EE | $341 | $4,333-92.1% | $3,679-90.7% | $4,876-93.0% |
| Participant deferral / active EE | $2,411 | $4,478-46.2% | $3,897-38.1% | $5,439-55.7% |
| Admin fee / account holder | $12,520 | $6,332+97.7% | $5,194+141.1% | $10,885+15.0% |