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 6-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 | $88,734 | $202,318-56.1% | $172,739-48.6% | $152,861-42.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 18.38% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,203 | $5,856-79.5% | $5,143-76.6% | $4,762-74.7% |
| Participant deferral / active EE | $2,977 | $5,948-50.0% | $5,198-42.7% | $5,850-49.1% |
| Admin fee / account holder | $520 | $17,109-97.0% | $13,954-96.3% | $11,596-95.5% |