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 | $30,263 | $180,449-83.2% | $154,107-80.4% | $135,375-77.6% |
| Participation rate | 38.5% | 87.4%-49.0pp | 83.0%-44.6pp | 82.6%-44.2pp |
| Annual return | -1.82% | 888.09%-889.9pp | 735.12%-736.9pp | 519.73%-521.6pp |
| Employer contribution / active EE | $1,166 | $6,035-80.7% | $5,298-78.0% | $4,779-75.6% |
| Participant deferral / active EE | $2,065 | $5,806-64.4% | $5,081-59.4% | $5,609-63.2% |
| Admin fee / account holder | $1,799 | $16,143-88.9% | $13,411-86.6% | $10,827-83.4% |