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 6-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 | $62,632 | $111,724-43.9% | $93,606-33.1% | $145,922-57.1% |
| Participation rate | 18.2% | 74.2%-56.0pp | 68.7%-50.5pp | 80.3%-62.1pp |
| Annual return | 14.11% | 202.98%-188.9pp | 133.20%-119.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $478 | $3,090-84.5% | $2,420-80.2% | $4,660-89.7% |
| Participant deferral / active EE | $2,096 | $4,912-57.3% | $4,411-52.5% | $6,688-68.7% |
| Admin fee / account holder | $485 | $10,250-95.3% | $8,285-94.1% | $13,397-96.4% |