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 | $71,631 | $210,648-66.0% | $177,989-59.8% | $145,922-50.9% |
| Participation rate | 23.1% | 80.8%-57.7pp | 77.1%-54.0pp | 80.3%-57.2pp |
| Annual return | 11.51% | 385.86%-374.3pp | 294.48%-283.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,866 | $6,958-58.8% | $6,276-54.3% | $6,688-57.1% |
| Admin fee / account holder | $1,079 | $12,013-91.0% | $10,363-89.6% | $13,397-91.9% |