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 | $43,031 | $69,763-38.3% | $67,502-36.3% | $74,495-42.2% |
| Participation rate | 56.4% | 71.4%-15.0pp | 72.9%-16.5pp | 67.2%-10.8pp |
| Annual return | 13.47% | -40.34%+53.8pp | 3512.12%-3498.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,017 | $2,704-25.4% | $2,731-26.1% | $2,623-23.1% |
| Participant deferral / active EE | $1,128 | $3,636-69.0% | $4,000-71.8% | $4,346-74.0% |
| Admin fee / account holder | $4,914 | $896+448.5% | $3,998+22.9% | $1,942+153.1% |