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 | $36,710 | $183,963-80.0% | $162,163-77.4% | $152,861-76.0% |
| Participation rate | 38.5% | 88.5%-50.0pp | 87.6%-49.1pp | 82.4%-44.0pp |
| Annual return | 24.87% | 150.76%-125.9pp | 115.59%-90.7pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,039 | $6,371-83.7% | $5,614-81.5% | $4,762-78.2% |
| Participant deferral / active EE | $4,458 | $8,034-44.5% | $7,298-38.9% | $5,850-23.8% |
| Admin fee / account holder | $3,314 | $13,121-74.7% | $10,843-69.4% | $11,596-71.4% |