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 7-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 | $52,692 | $210,698-75.0% | $178,014-70.4% | $145,959-63.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.09% | 386.27%-376.2pp | 294.80%-284.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $146 | $4,567-96.8% | $3,950-96.3% | $4,661-96.9% |
| Participant deferral / active EE | $1,924 | $6,958-72.3% | $6,276-69.3% | $6,689-71.2% |
| Admin fee / account holder | $1,161 | $12,016-90.3% | $10,362-88.8% | $13,398-91.3% |