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 | $54,358 | $202,318-73.1% | $172,739-68.5% | $152,861-64.4% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 22.69% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.6pp |
| Employer contribution / active EE | $679 | $5,856-88.4% | $5,143-86.8% | $4,762-85.7% |
| Participant deferral / active EE | $3,654 | $5,948-38.6% | $5,198-29.7% | $5,850-37.5% |
| Admin fee / account holder | $1,156 | $17,109-93.2% | $13,954-91.7% | $11,596-90.0% |