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 | $56,221 | $165,335-66.0% | $149,696-62.4% | $158,922-64.6% |
| Participation rate | 12.5% | 84.6%-72.1pp | 82.5%-70.0pp | 82.0%-69.5pp |
| Annual return | 34.46% | 348.15%-313.7pp | 276.60%-242.1pp | 302.83%-268.4pp |
| Employer contribution / active EE | $588 | $5,103-88.5% | $4,644-87.3% | $4,761-87.7% |
| Participant deferral / active EE | $2,435 | $7,181-66.1% | $6,842-64.4% | $5,982-59.3% |
| Admin fee / account holder | $312 | $10,807-97.1% | $9,309-96.6% | $11,246-97.2% |