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 | $33,706 | $138,065-75.6% | $123,544-72.7% | $135,375-75.1% |
| Participation rate | 68.4% | 84.7%-16.3pp | 82.3%-13.9pp | 82.6%-14.2pp |
| Annual return | -8.70% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $964 | $5,151-81.3% | $4,628-79.2% | $4,779-79.8% |
| Participant deferral / active EE | $2,062 | $6,799-69.7% | $6,426-67.9% | $5,609-63.2% |
| Admin fee / account holder | $496 | $10,916-95.5% | $9,284-94.7% | $10,827-95.4% |