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 | $49,620 | $150,187-67.0% | $120,354-58.8% | $145,922-66.0% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-46.9pp |
| Annual return | 15.02% | 154.07%-139.0pp | 107.15%-92.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $682 | $4,348-84.3% | $3,463-80.3% | $4,660-85.4% |
| Participant deferral / active EE | $2,656 | $6,173-57.0% | $4,991-46.8% | $6,688-60.3% |
| Admin fee / account holder | $622 | $12,207-94.9% | $9,423-93.4% | $13,397-95.4% |