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 | $44,254 | $210,648-79.0% | $177,989-75.1% | $145,922-69.7% |
| Participation rate | 38.5% | 80.8%-42.3pp | 77.1%-38.6pp | 80.3%-41.8pp |
| Annual return | 7.70% | 385.86%-378.2pp | 294.48%-286.8pp | 561.29%-553.6pp |
| Employer contribution / active EE | $237 | $4,565-94.8% | $3,949-94.0% | $4,660-94.9% |
| Participant deferral / active EE | $1,386 | $6,958-80.1% | $6,276-77.9% | $6,688-79.3% |
| Admin fee / account holder | $2,982 | $12,013-75.2% | $10,363-71.2% | $13,397-77.7% |