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 3-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 | $6,903 | $31,310-78.0% | $53,898-87.2% | $74,304-90.7% |
| Participation rate | 35.7% | 30.7%+5.0pp | 55.0%-19.2pp | 60.3%-24.6pp |
| Annual return | 304.41% | 23.16%+281.2pp | 528.60%-224.2pp | 29.43%+275.0pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $893 | $934-4.4% | $1,826-51.1% | $3,767-76.3% |
| Admin fee / account holder | $806 | $2,175-63.0% | $2,491-67.7% | $2,969-72.9% |