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 8-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 | $37,424 | $72,400-48.3% | $67,502-44.6% | $145,922-74.4% |
| Participation rate | 20.0% | 76.9%-56.9pp | 72.9%-52.9pp | 80.3%-60.3pp |
| Annual return | 9.97% | 7182.46%-7172.5pp | 3512.12%-3502.1pp | 561.29%-551.3pp |
| Employer contribution / active EE | $238 | $3,069-92.2% | $2,731-91.3% | $4,660-94.9% |
| Participant deferral / active EE | $1,109 | $4,783-76.8% | $4,000-72.3% | $6,688-83.4% |
| Admin fee / account holder | $608 | $5,539-89.0% | $3,998-84.8% | $13,397-95.5% |