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 | $227,634 | $74,888+204.0% | $71,209+219.7% | $142,382+59.9% |
| Participation rate | 5.6% | 76.2%-70.7pp | 73.8%-68.2pp | 80.1%-74.6pp |
| Annual return | 18.73% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $231 | $2,854-91.9% | $2,721-91.5% | $4,299-94.6% |
| Participant deferral / active EE | $1,722 | $4,454-61.3% | $4,175-58.8% | $6,507-73.5% |
| Admin fee / account holder | $860 | $5,568-84.6% | $5,349-83.9% | $12,624-93.2% |