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 3-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 | $21,749 | $173,345-87.5% | $136,007-84.0% | $145,922-85.1% |
| Participation rate | 57.1% | 80.5%-23.3pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 14.18% | 1163.32%-1149.1pp | 579.32%-565.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,500 | $8,699-71.3% | $7,025-64.4% | $6,688-62.6% |
| Admin fee / account holder | $338 | $9,954-96.6% | $6,858-95.1% | $13,397-97.5% |