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 7-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 | $50,949 | $114,047-55.3% | $96,139-47.0% | $167,490-69.6% |
| Participation rate | 38.1% | 75.1%-37.0pp | 68.4%-30.4pp | 82.1%-44.0pp |
| Annual return | 357.76% | 189.88%+167.9pp | 191.94%+165.8pp | 478.56%-120.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,875 | $5,194-63.9% | $4,349-56.9% | $6,341-70.4% |
| Admin fee / account holder | $2,439 | $6,897-64.6% | $5,537-55.9% | $12,309-80.2% |