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 | $134,757 | $209,411-35.6% | $178,490-24.5% | $158,922-15.2% |
| Participation rate | 30.4% | 86.3%-55.9pp | 81.9%-51.5pp | 82.0%-51.5pp |
| Annual return | 26.13% | 188.75%-162.6pp | 151.07%-124.9pp | 302.83%-276.7pp |
| Employer contribution / active EE | $834 | $5,706-85.4% | $5,011-83.4% | $4,761-82.5% |
| Participant deferral / active EE | $3,700 | $5,954-37.9% | $5,202-28.9% | $5,982-38.1% |
| Admin fee / account holder | $2,310 | $17,074-86.5% | $13,984-83.5% | $11,246-79.5% |