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.
Participant 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 | $27,480 | $138,065-80.1% | $123,544-77.8% | $135,375-79.7% |
| Participation rate | 36.8% | 84.7%-47.9pp | 82.3%-45.5pp | 82.6%-45.8pp |
| Annual return | -7.93% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $907 | $5,151-82.4% | $4,628-80.4% | $4,779-81.0% |
| Participant deferral / active EE | $1,297 | $6,799-80.9% | $6,426-79.8% | $5,609-76.9% |
| Admin fee / account holder | $950 | $10,916-91.3% | $9,284-89.8% | $10,827-91.2% |