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 | $55,603 | $28,109+97.8% | $71,086-21.8% | $56,287-1.2% |
| Participation rate | 14.1% | 40.4%-26.4pp | 54.7%-40.6pp | 69.9%-55.8pp |
| Annual return | -7.24% | -615.05%+607.8pp | 650.59%-657.8pp | -9.96%+2.7pp |
| Employer contribution / active EE | $79 | $558-85.8% | $1,088-92.7% | $2,111-96.3% |
| Participant deferral / active EE | $807 | $1,116-27.6% | $1,874-56.9% | $3,350-75.9% |
| Admin fee / account holder | $2,651 | $585+353.3% | $3,082-14.0% | $521+408.8% |