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 | $32,057 | $102,604-68.8% | $86,188-62.8% | $139,434-77.0% |
| Participation rate | 8.3% | 74.5%-66.2pp | 69.0%-60.6pp | 80.3%-72.0pp |
| Annual return | 28.39% | 1922.51%-1894.1pp | 1168.45%-1140.1pp | 372.94%-344.6pp |
| Employer contribution / active EE | $524 | $3,032-82.7% | $2,380-78.0% | $4,751-89.0% |
| Participant deferral / active EE | $2,127 | $4,676-54.5% | $3,985-46.6% | $6,710-68.3% |
| Admin fee / account holder | $6,543 | $8,657-24.4% | $6,852-4.5% | $11,403-42.6% |