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 | $54,390 | $180,449-69.9% | $154,107-64.7% | $135,375-59.8% |
| Participation rate | 31.3% | 87.4%-56.2pp | 83.0%-51.8pp | 82.6%-51.4pp |
| Annual return | -8.35% | 888.09%-896.4pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,063 | $5,806-47.3% | $5,081-39.7% | $5,609-45.4% |
| Admin fee / account holder | $422 | $16,143-97.4% | $13,411-96.9% | $10,827-96.1% |