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 | $105,565 | $138,065-23.5% | $123,544-14.6% | $135,375-22.0% |
| Participation rate | 41.2% | 84.7%-43.6pp | 82.3%-41.1pp | 82.6%-41.5pp |
| Annual return | -5.93% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,077 | $5,151-59.7% | $4,628-55.1% | $4,779-56.5% |
| Participant deferral / active EE | $1,738 | $6,799-74.4% | $6,426-73.0% | $5,609-69.0% |
| Admin fee / account holder | $6,712 | $10,916-38.5% | $9,284-27.7% | $10,827-38.0% |