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 | $126,519-40.4% | $106,201-28.9% | $145,959-48.3% |
| Participation rate | 33.3% | 77.7%-44.3pp | 75.3%-42.0pp | 80.3%-47.0pp |
| Annual return | 13.39% | 225.10%-211.7pp | 116.26%-102.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $591 | $3,726-84.1% | $3,170-81.3% | $4,661-87.3% |
| Participant deferral / active EE | $4,165 | $5,716-27.1% | $5,012-16.9% | $6,689-37.7% |
| Admin fee / account holder | $843 | $17,312-95.1% | $11,039-92.4% | $13,398-93.7% |