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 | $108,529 | $183,963-41.0% | $162,163-33.1% | $152,861-29.0% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.6%-32.6pp | 82.4%-27.4pp |
| Annual return | 21.21% | 150.76%-129.6pp | 115.59%-94.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $311 | $6,371-95.1% | $5,614-94.5% | $4,762-93.5% |
| Participant deferral / active EE | $4,412 | $8,034-45.1% | $7,298-39.5% | $5,850-24.6% |
| Admin fee / account holder | $36,037 | $13,121+174.6% | $10,843+232.4% | $11,596+210.8% |