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 | $23,526 | $97,757-75.9% | $83,848-71.9% | $135,375-82.6% |
| Participation rate | 52.2% | 80.0%-27.8pp | 76.1%-24.0pp | 82.6%-30.5pp |
| Annual return | -9.06% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $488 | $4,222-88.4% | $3,631-86.6% | $4,779-89.8% |
| Participant deferral / active EE | $1,227 | $4,682-73.8% | $4,082-69.9% | $5,609-78.1% |
| Admin fee / account holder | $484 | $6,674-92.7% | $5,478-91.2% | $10,827-95.5% |