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 8-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 | $41,272 | $69,763-40.8% | $67,502-38.9% | $74,495-44.6% |
| Participation rate | 21.5% | 71.4%-49.9pp | 72.9%-51.4pp | 67.2%-45.7pp |
| Annual return | 11.72% | -40.34%+52.1pp | 3512.12%-3500.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $846 | $3,636-76.7% | $4,000-78.9% | $4,346-80.5% |
| Admin fee / account holder | $1,603 | $896+78.9% | $3,998-59.9% | $1,942-17.5% |