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 5-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 | $129,751 | $183,592-29.3% | $155,567-16.6% | $145,959-11.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 11.29% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.7pp |
| Employer contribution / active EE | $107 | $5,315-98.0% | $4,674-97.7% | $4,661-97.7% |
| Participant deferral / active EE | $9,489 | $6,464+46.8% | $5,628+68.6% | $6,689+41.9% |
| Admin fee / account holder | $23,777 | $19,318+23.1% | $15,916+49.4% | $13,398+77.5% |