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 | $58,636 | $60,323-2.8% | $81,812-28.3% | $74,495-21.3% |
| Participation rate | 41.8% | 62.9%-21.0pp | 72.3%-30.5pp | 67.2%-25.4pp |
| Annual return | 12.33% | 16.90%-4.6pp | 773.79%-761.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $276 | $2,620-89.5% | $2,912-90.5% | $2,623-89.5% |
| Participant deferral / active EE | $1,435 | $3,387-57.6% | $4,319-66.8% | $4,346-67.0% |
| Admin fee / account holder | $1,642 | $1,486+10.5% | $7,386-77.8% | $1,942-15.5% |