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 | $40,097 | $202,318-80.2% | $172,739-76.8% | $152,861-73.8% |
| Participation rate | 31.3% | 87.1%-55.8pp | 82.6%-51.4pp | 82.4%-51.2pp |
| Annual return | 26.63% | 1029.65%-1003.0pp | 802.84%-776.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $533 | $5,856-90.9% | $5,143-89.6% | $4,762-88.8% |
| Participant deferral / active EE | $3,517 | $5,948-40.9% | $5,198-32.3% | $5,850-39.9% |
| Admin fee / account holder | $2,959 | $17,109-82.7% | $13,954-78.8% | $11,596-74.5% |