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 | $83,833 | $202,318-58.6% | $172,739-51.5% | $152,861-45.2% |
| Participation rate | 52.6% | 87.1%-34.4pp | 82.6%-30.0pp | 82.4%-29.8pp |
| Annual return | 23.72% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,003 | $5,856-82.9% | $5,143-80.5% | $4,762-78.9% |
| Participant deferral / active EE | $3,522 | $5,948-40.8% | $5,198-32.2% | $5,850-39.8% |
| Admin fee / account holder | $1,192 | $17,109-93.0% | $13,954-91.5% | $11,596-89.7% |