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 5-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 | $14,100 | $49,173-71.3% | $121,098-88.4% | $75,163-81.2% |
| Participation rate | 13.7% | 55.4%-41.7pp | 69.5%-55.8pp | 67.2%-53.5pp |
| Annual return | 0.00% | 55.99%-56.0pp | 985.75%-985.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $124 | $1,546-92.0% | $4,164-97.0% | $2,670-95.3% |
| Participant deferral / active EE | $870 | $2,628-66.9% | $4,080-78.7% | $4,125-78.9% |
| Admin fee / account holder | $632 | $3,942-84.0% | $5,644-88.8% | $5,651-88.8% |