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 | $55,007 | $138,065-60.2% | $123,544-55.5% | $135,375-59.4% |
| Participation rate | 52.9% | 84.7%-31.8pp | 82.3%-29.4pp | 82.6%-29.7pp |
| Annual return | -4.63% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $836 | $5,151-83.8% | $4,628-81.9% | $4,779-82.5% |
| Participant deferral / active EE | $3,579 | $6,799-47.4% | $6,426-44.3% | $5,609-36.2% |
| Admin fee / account holder | $4,203 | $10,916-61.5% | $9,284-54.7% | $10,827-61.2% |