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 | $244,924 | $108,919+124.9% | $100,391+144.0% | $145,922+67.8% |
| Participation rate | 56.5% | 82.9%-26.4pp | 81.5%-25.0pp | 80.3%-23.8pp |
| Annual return | 34.91% | 57.88%-23.0pp | 49.20%-14.3pp | 561.29%-526.4pp |
| Employer contribution / active EE | $334 | $4,419-92.4% | $3,942-91.5% | $4,660-92.8% |
| Participant deferral / active EE | $3,199 | $8,445-62.1% | $8,082-60.4% | $6,688-52.2% |
| Admin fee / account holder | $8,756 | $9,689-9.6% | $7,899+10.8% | $13,397-34.6% |