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 6-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 | $30,739 | $98,750-68.9% | $149,696-79.5% | $79,858-61.5% |
| Participation rate | 24.7% | 75.8%-51.1pp | 82.5%-57.8pp | 69.6%-45.0pp |
| Annual return | 103.37% | 27.43%+75.9pp | 276.60%-173.2pp | 31.71%+71.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,039 | $5,680-46.5% | $6,842-55.6% | $3,740-18.7% |
| Admin fee / account holder | $3,711 | $6,053-38.7% | $9,309-60.1% | $5,306-30.1% |