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 9-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 | $103,751 | $159,901-35.1% | $146,958-29.4% | $145,922-28.9% |
| Participation rate | 31.6% | 84.0%-52.4pp | 82.2%-50.6pp | 80.3%-48.7pp |
| Annual return | 16.13% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $719 | $5,286-86.4% | $4,933-85.4% | $4,660-84.6% |
| Participant deferral / active EE | $3,679 | $8,428-56.3% | $8,070-54.4% | $6,688-45.0% |
| Admin fee / account holder | $828 | $15,044-94.5% | $12,998-93.6% | $13,397-93.8% |