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 | $116,546 | $160,055-27.2% | $140,016-16.8% | $135,375-13.9% |
| Participation rate | 30.0% | 88.5%-58.5pp | 87.5%-57.5pp | 82.6%-52.6pp |
| Annual return | -4.75% | 911.38%-916.1pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $667 | $6,420-89.6% | $5,606-88.1% | $4,779-86.0% |
| Participant deferral / active EE | $2,929 | $7,642-61.7% | $6,927-57.7% | $5,609-47.8% |
| Admin fee / account holder | $9,041 | $13,328-32.2% | $10,705-15.5% | $10,827-16.5% |