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 | $75,468 | $126,574-40.4% | $106,213-28.9% | $145,922-48.3% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-46.9pp |
| Annual return | 13.39% | 224.79%-211.4pp | 116.14%-102.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $591 | $3,730-84.2% | $3,171-81.4% | $4,660-87.3% |
| Participant deferral / active EE | $4,165 | $5,724-27.2% | $5,016-17.0% | $6,688-37.7% |
| Admin fee / account holder | $843 | $17,304-95.1% | $11,033-92.4% | $13,397-93.7% |