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 7-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 | $35,614 | $98,750-63.9% | $149,696-76.2% | $79,858-55.4% |
| Participation rate | 45.9% | 75.8%-29.8pp | 82.5%-36.5pp | 69.6%-23.7pp |
| Annual return | 124.30% | 27.43%+96.9pp | 276.60%-152.3pp | 31.71%+92.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,246 | $5,680-42.9% | $6,842-52.6% | $3,740-13.2% |
| Admin fee / account holder | $1,521 | $6,053-74.9% | $9,309-83.7% | $5,306-71.3% |