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 | $80,504 | $144,119-44.1% | $117,854-31.7% | $147,584-45.5% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | 17.08% | 531.15%-514.1pp | 335.08%-318.0pp | 578.55%-561.5pp |
| Employer contribution / active EE | $709 | $4,896-85.5% | $3,786-81.3% | $4,876-85.5% |
| Participant deferral / active EE | $3,109 | $5,316-41.5% | $4,482-30.6% | $5,439-42.8% |
| Admin fee / account holder | $6,538 | $10,886-39.9% | $8,020-18.5% | $10,885-39.9% |