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 9-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 | $48,473 | $87,540-44.6% | $75,781-36.0% | $125,391-61.3% |
| Participation rate | 47.4% | 80.2%-32.8pp | 75.8%-28.4pp | 83.2%-35.8pp |
| Annual return | -1.91% | 13.48%-15.4pp | 9.68%-11.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $314 | $3,930-92.0% | $3,323-90.5% | $4,866-93.5% |
| Participant deferral / active EE | $2,234 | $4,229-47.2% | $3,651-38.8% | $5,352-58.3% |
| Admin fee / account holder | $2,704 | $6,502-58.4% | $5,299-49.0% | $9,540-71.7% |