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 | $95,602 | $135,635-29.5% | $110,238-13.3% | $135,375-29.4% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.8%-26.5pp | 82.6%-29.3pp |
| Annual return | -6.88% | 513.19%-520.1pp | 314.74%-321.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $460 | $4,906-90.6% | $3,826-88.0% | $4,779-90.4% |
| Participant deferral / active EE | $3,787 | $5,506-31.2% | $4,672-18.9% | $5,609-32.5% |
| Admin fee / account holder | $642 | $11,457-94.4% | $8,547-92.5% | $10,827-94.1% |