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 10-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 | $84,402 | $138,044-38.9% | $125,339-32.7% | $134,475-37.2% |
| Participation rate | 52.4% | 84.5%-32.1pp | 82.4%-30.0pp | 81.2%-28.8pp |
| Annual return | -1.20% | 750.33%-751.5pp | 572.05%-573.3pp | 417.96%-419.2pp |
| Employer contribution / active EE | $269 | $5,243-94.9% | $4,814-94.4% | $4,740-94.3% |
| Participant deferral / active EE | $2,545 | $7,799-67.4% | $7,446-65.8% | $6,400-60.2% |
| Admin fee / account holder | $5,417 | $11,571-53.2% | $10,010-45.9% | $11,426-52.6% |