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 7-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 | $167,975 | $112,096+49.8% | $95,952+75.1% | $158,922+5.7% |
| Participation rate | 55.0% | 79.0%-24.0pp | 77.1%-22.1pp | 82.0%-27.0pp |
| Annual return | 48783.58% | 171.09%+48612.5pp | 91.61%+48692.0pp | 302.83%+48480.8pp |
| Employer contribution / active EE | $572 | $3,198-82.1% | $2,541-77.5% | $4,761-88.0% |
| Participant deferral / active EE | $3,523 | $4,784-26.4% | $4,167-15.5% | $5,982-41.1% |
| Admin fee / account holder | $2,524 | $10,130-75.1% | $6,795-62.9% | $11,246-77.6% |