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 | $31,362 | $150,440-79.2% | $136,294-77.0% | $147,584-78.7% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 17.50% | 1049.08%-1031.6pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $459 | $5,256-91.3% | $4,695-90.2% | $4,876-90.6% |
| Participant deferral / active EE | $6,303 | $6,630-4.9% | $6,247+0.9% | $5,439+15.9% |
| Admin fee / account holder | $1,189 | $10,905-89.1% | $9,243-87.1% | $10,885-89.1% |