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 4-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 | $70,475 | $165,984-57.5% | $164,813-57.2% | $145,922-51.7% |
| Participation rate | 30.8% | 82.0%-51.2pp | 78.6%-47.8pp | 80.3%-49.5pp |
| Annual return | 27.77% | 100.03%-72.3pp | 69.93%-42.2pp | 561.29%-533.5pp |
| Employer contribution / active EE | $996 | $5,273-81.1% | $4,341-77.0% | $4,660-78.6% |
| Participant deferral / active EE | $5,345 | $6,959-23.2% | $6,031-11.4% | $6,688-20.1% |
| Admin fee / account holder | $990 | $16,648-94.1% | $12,690-92.2% | $13,397-92.6% |