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 | $91,842 | $109,982-16.5% | $97,226-5.5% | $145,922-37.1% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 12.63% | 242.90%-230.3pp | 75.13%-62.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $105 | $3,084-96.6% | $2,729-96.2% | $4,660-97.7% |
| Participant deferral / active EE | $2,363 | $4,676-49.5% | $4,264-44.6% | $6,688-64.7% |
| Admin fee / account holder | $388 | $6,221-93.8% | $5,654-93.1% | $13,397-97.1% |