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 | $78,774 | $105,998-25.7% | $92,233-14.6% | $147,584-46.6% |
| Participation rate | 38.9% | 80.4%-41.5pp | 76.5%-37.6pp | 82.8%-43.9pp |
| Annual return | 23.11% | 50.05%-26.9pp | 176.28%-153.2pp | 578.55%-555.4pp |
| Employer contribution / active EE | $301 | $4,333-93.1% | $3,679-91.8% | $4,876-93.8% |
| Participant deferral / active EE | $3,970 | $4,478-11.3% | $3,897+1.9% | $5,439-27.0% |
| Admin fee / account holder | $2,884 | $6,332-54.4% | $5,194-44.5% | $10,885-73.5% |