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 | $31,517 | $63,346-50.2% | $92,233-65.8% | $70,131-55.1% |
| Participation rate | 21.9% | 68.7%-46.8pp | 76.5%-54.6pp | 69.5%-47.7pp |
| Annual return | 74.86% | 530.12%-455.3pp | 176.28%-101.4pp | 73.14%+1.7pp |
| Employer contribution / active EE | $471 | $2,471-80.9% | $3,679-87.2% | $2,342-79.9% |
| Participant deferral / active EE | $1,468 | $2,854-48.5% | $3,897-62.3% | $3,332-55.9% |
| Admin fee / account holder | $2,619 | $3,840-31.8% | $5,194-49.6% | $4,645-43.6% |