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 | $38,773 | $107,334-63.9% | $92,893-58.3% | $152,861-74.6% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.4%-44.9pp |
| Annual return | 46.81% | 145.58%-98.8pp | 109.41%-62.6pp | 345.32%-298.5pp |
| Employer contribution / active EE | $666 | $4,221-84.2% | $3,653-81.8% | $4,762-86.0% |
| Participant deferral / active EE | $2,983 | $4,845-38.4% | $4,236-29.6% | $5,850-49.0% |
| Admin fee / account holder | $455 | $7,079-93.6% | $5,794-92.1% | $11,596-96.1% |