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 | $24,401 | $57,354-57.5% | $83,848-70.9% | $64,186-62.0% |
| Participation rate | 35.5% | 68.6%-33.1pp | 76.1%-40.7pp | 69.6%-34.1pp |
| Annual return | -5.72% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $375 | $2,545-85.3% | $3,631-89.7% | $2,381-84.3% |
| Participant deferral / active EE | $1,260 | $2,993-57.9% | $4,082-69.1% | $3,470-63.7% |
| Admin fee / account holder | $912 | $4,046-77.5% | $5,478-83.4% | $4,888-81.4% |