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 9-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 | $54,773 | $183,963-70.2% | $162,163-66.2% | $152,861-64.2% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.6%-42.1pp | 82.4%-37.0pp |
| Annual return | 24.27% | 150.76%-126.5pp | 115.59%-91.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,033 | $6,371-83.8% | $5,614-81.6% | $4,762-78.3% |
| Participant deferral / active EE | $5,271 | $8,034-34.4% | $7,298-27.8% | $5,850-9.9% |
| Admin fee / account holder | $2,804 | $13,121-78.6% | $10,843-74.1% | $11,596-75.8% |