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 4-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 | $19,902 | $82,664-75.9% | $125,339-84.1% | $68,494-70.9% |
| Participation rate | 35.0% | 75.0%-40.0pp | 82.4%-47.4pp | 67.9%-32.9pp |
| Annual return | 45.09% | -5.97%+51.1pp | 572.05%-527.0pp | -7.84%+52.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,339 | $6,110-12.6% | $7,446-28.3% | $4,027+32.6% |
| Admin fee / account holder | $2,932 | $6,275-53.3% | $10,010-70.7% | $5,403-45.7% |