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 | $44,577 | $29,319+52.0% | $52,425-15.0% | $82,448-45.9% |
| Participation rate | 11.1% | 46.9%-35.7pp | 55.6%-44.5pp | 68.1%-57.0pp |
| Annual return | 43.15% | 535.20%-492.1pp | 302.12%-259.0pp | 41.64%+1.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $595 | $1,171-49.2% | $1,790-66.7% | $4,139-85.6% |
| Admin fee / account holder | $20,143 | $1,962+926.6% | $2,495+707.4% | $7,234+178.4% |