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 | $45,905 | $159,934-71.3% | $147,005-68.8% | $145,959-68.5% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 9.79% | 98.24%-88.4pp | 418.76%-409.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $852 | $5,287-83.9% | $4,934-82.7% | $4,661-81.7% |
| Participant deferral / active EE | $4,351 | $8,427-48.4% | $8,070-46.1% | $6,689-35.0% |
| Admin fee / account holder | $636 | $15,053-95.8% | $13,006-95.1% | $13,398-95.3% |