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 | $37,272 | $138,044-73.0% | $125,339-70.3% | $134,475-72.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.61% | 750.33%-764.9pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,957 | $5,243-5.5% | $4,814+3.0% | $4,740+4.6% |
| Participant deferral / active EE | $957 | $7,799-87.7% | $7,446-87.2% | $6,400-85.1% |
| Admin fee / account holder | $5,245 | $11,571-54.7% | $10,010-47.6% | $11,426-54.1% |