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 | $25,849 | $226,064-88.6% | $182,532-85.8% | $152,861-83.1% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.0%-33.5pp | 82.4%-38.0pp |
| Annual return | 14.18% | 192.51%-178.3pp | 148.54%-134.4pp | 345.32%-331.1pp |
| Employer contribution / active EE | $368 | $4,978-92.6% | $4,076-91.0% | $4,762-92.3% |
| Participant deferral / active EE | $3,432 | $6,368-46.1% | $5,524-37.9% | $5,850-41.3% |
| Admin fee / account holder | $960 | $10,703-91.0% | $8,592-88.8% | $11,596-91.7% |