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 4-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 | $25,769 | $72,400-64.4% | $67,502-61.8% | $145,922-82.3% |
| Participation rate | 23.1% | 76.9%-53.8pp | 72.9%-49.8pp | 80.3%-57.2pp |
| Annual return | 14.12% | 7182.46%-7168.3pp | 3512.12%-3498.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,349 | $4,783-50.9% | $4,000-41.3% | $6,688-64.9% |
| Admin fee / account holder | $536 | $5,539-90.3% | $3,998-86.6% | $13,397-96.0% |