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 | $104,412 | $185,200-43.6% | $142,863-26.9% | $167,490-37.7% |
| Participation rate | 55.0% | 78.4%-23.4pp | 71.9%-16.9pp | 82.1%-27.1pp |
| Annual return | 16.05% | 8555.70%-8539.6pp | 5637.54%-5621.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,115 | $4,494+13.8% | $3,837+33.3% | $6,341-19.3% |
| Admin fee / account holder | $29,191 | $8,031+263.5% | $6,560+345.0% | $12,309+137.2% |