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 | $105,543 | $72,396+45.8% | $67,511+56.3% | $145,959-27.7% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.7pp | 80.3%-62.1pp |
| Annual return | 18.65% | 7194.07%-7175.4pp | 3517.41%-3498.8pp | 561.95%-543.3pp |
| Employer contribution / active EE | $10 | $3,071-99.7% | $2,733-99.6% | $4,661-99.8% |
| Participant deferral / active EE | $2,782 | $4,781-41.8% | $4,000-30.4% | $6,689-58.4% |
| Admin fee / account holder | $4,030 | $5,538-27.2% | $3,999+0.8% | $13,398-69.9% |