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 6-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 | $44,670 | $217,402-79.5% | $185,823-76.0% | $167,490-73.3% |
| Participation rate | 20.0% | 86.0%-66.0pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 20.94% | 148.36%-127.4pp | 122.05%-101.1pp | 478.56%-457.6pp |
| Employer contribution / active EE | $834 | $5,873-85.8% | $5,167-83.9% | $4,837-82.8% |
| Participant deferral / active EE | $3,591 | $6,356-43.5% | $5,568-35.5% | $6,341-43.4% |
| Admin fee / account holder | $372 | $19,811-98.1% | $16,237-97.7% | $12,309-97.0% |