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 | $42,934 | $49,177-12.7% | $79,464-46.0% | $64,186-33.1% |
| Participation rate | 21.2% | 65.0%-43.8pp | 73.3%-52.1pp | 69.6%-48.4pp |
| Annual return | -4.05% | -1.16%-2.9pp | 718.14%-722.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,068 | $2,076-48.6% | $2,800-61.9% | $2,381-55.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,047 | $3,839+109.6% | $5,113+57.4% | $4,888+64.6% |