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 5-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 | $39,922 | $169,032-76.4% | $129,207-69.1% | $145,922-72.6% |
| Participation rate | 46.2% | 76.4%-30.3pp | 69.6%-23.5pp | 80.3%-34.1pp |
| Annual return | 12.08% | 14330.11%-14318.0pp | 9417.33%-9405.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,644 | $4,987-47.0% | $4,168-36.6% | $6,688-60.5% |
| Admin fee / account holder | $15,214 | $9,954+52.8% | $7,715+97.2% | $13,397+13.6% |