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 5-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 | $160,784 | $58,208+176.2% | $81,812+96.5% | $80,856+98.9% |
| Participation rate | 4.4% | 63.4%-59.0pp | 72.3%-67.9pp | 67.6%-63.2pp |
| Annual return | 20.13% | 41.66%-21.5pp | 773.79%-753.7pp | 35.59%-15.5pp |
| Employer contribution / active EE | $111 | $2,340-95.3% | $2,912-96.2% | $2,755-96.0% |
| Participant deferral / active EE | $1,356 | $3,281-58.7% | $4,319-68.6% | $4,296-68.4% |
| Admin fee / account holder | $1,211 | $4,981-75.7% | $7,386-83.6% | $6,918-82.5% |