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 | $39,412 | $101,317-61.1% | $146,958-73.2% | $74,495-47.1% |
| Participation rate | 48.8% | 75.5%-26.7pp | 82.2%-33.3pp | 67.2%-18.4pp |
| Annual return | 32.60% | 8730.91%-8698.3pp | 418.34%-385.7pp | 1364.94%-1332.3pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,322 | $7,303+14.0% | $8,070+3.1% | $4,346+91.5% |
| Admin fee / account holder | $5,479 | $1,739+215.1% | $12,998-57.8% | $1,942+182.2% |