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 6-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 | $21,966 | $82,664-73.4% | $125,339-82.5% | $68,494-67.9% |
| Participation rate | 39.3% | 75.0%-35.8pp | 82.4%-43.1pp | 67.9%-28.6pp |
| Annual return | -15.57% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $368 | $3,381-89.1% | $4,814-92.4% | $2,596-85.8% |
| Participant deferral / active EE | $3,541 | $6,110-42.0% | $7,446-52.4% | $4,027-12.1% |
| Admin fee / account holder | $2,535 | $6,275-59.6% | $10,010-74.7% | $5,403-53.1% |