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 | $63,842 | $58,927+8.3% | $76,817-16.9% | $72,985-12.5% |
| Participation rate | 47.5% | 67.3%-19.8pp | 72.1%-24.5pp | 69.5%-21.9pp |
| Annual return | 24.43% | 2305.64%-2281.2pp | 1166.11%-1141.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $188 | $1,787-89.5% | $2,302-91.8% | $2,440-92.3% |
| Participant deferral / active EE | $1,622 | $2,690-39.7% | $3,336-51.4% | $3,607-55.0% |
| Admin fee / account holder | $1,918 | $4,013-52.2% | $6,420-70.1% | $5,124-62.6% |