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 | $60,299 | $102,317-41.1% | $146,958-59.0% | $80,856-25.4% |
| Participation rate | 27.6% | 75.8%-48.2pp | 82.2%-54.6pp | 67.6%-40.1pp |
| Annual return | 25.32% | 134.76%-109.4pp | 418.34%-393.0pp | 35.59%-10.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,291 | $6,644-35.4% | $8,070-46.8% | $4,296-0.1% |
| Admin fee / account holder | $10,873 | $7,941+36.9% | $12,998-16.4% | $6,918+57.2% |