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 10-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 | $40,948 | $73,515-44.3% | $62,995-35.0% | $147,584-72.3% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.8%-38.4pp | 82.8%-46.5pp |
| Annual return | 21.00% | 175.43%-154.4pp | 87.57%-66.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $298 | $3,320-91.0% | $2,759-89.2% | $4,876-93.9% |
| Participant deferral / active EE | $1,397 | $4,185-66.6% | $3,329-58.0% | $5,439-74.3% |
| Admin fee / account holder | $1,000 | $5,953-83.2% | $3,600-72.2% | $10,885-90.8% |