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 | $58,709 | $55,449+5.9% | $83,848-30.0% | $56,287+4.3% |
| Participation rate | 19.8% | 68.0%-48.2pp | 76.1%-56.3pp | 69.9%-50.0pp |
| Annual return | -5.21% | -1.38%-3.8pp | 850.88%-856.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $3,182 | $2,430+30.9% | $3,631-12.4% | $2,111+50.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $890 | $656+35.7% | $5,478-83.7% | $521+70.9% |