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 | $61,648 | $111,724-44.8% | $93,606-34.1% | $145,922-57.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 12.44% | 202.98%-190.5pp | 133.20%-120.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $291 | $3,090-90.6% | $2,420-88.0% | $4,660-93.8% |
| Participant deferral / active EE | $4,385 | $4,912-10.7% | $4,411-0.6% | $6,688-34.4% |
| Admin fee / account holder | $775 | $10,250-92.4% | $8,285-90.6% | $13,397-94.2% |