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 3-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 | $87,863 | $173,345-49.3% | $136,007-35.4% | $145,922-39.8% |
| Participation rate | 15.8% | 80.5%-64.7pp | 76.5%-60.7pp | 80.3%-64.5pp |
| Annual return | 9.59% | 1163.32%-1153.7pp | 579.32%-569.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $679 | $5,278-87.1% | $4,217-83.9% | $4,660-85.4% |
| Participant deferral / active EE | $3,180 | $8,699-63.4% | $7,025-54.7% | $6,688-52.4% |
| Admin fee / account holder | $1,624 | $9,954-83.7% | $6,858-76.3% | $13,397-87.9% |