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 | $52,288 | $201,272-74.0% | $184,203-71.6% | $145,922-64.2% |
| Participation rate | 28.6% | 87.5%-58.9pp | 86.8%-58.2pp | 80.3%-51.7pp |
| Annual return | 40.15% | 29.00%+11.1pp | 28.81%+11.3pp | 561.29%-521.1pp |
| Employer contribution / active EE | $654 | $7,022-90.7% | $6,427-89.8% | $4,660-86.0% |
| Participant deferral / active EE | $5,746 | $9,806-41.4% | $9,131-37.1% | $6,688-14.1% |
| Admin fee / account holder | $309 | $16,364-98.1% | $13,901-97.8% | $13,397-97.7% |