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 | $32,079 | $152,509-79.0% | $117,472-72.7% | $134,475-76.1% |
| Participation rate | 21.4% | 77.1%-55.7pp | 70.6%-49.2pp | 81.2%-59.8pp |
| Annual return | -18.90% | 52.99%-71.9pp | 29.74%-48.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,651 | $4,818-45.0% | $4,070-34.9% | $6,400-58.6% |
| Admin fee / account holder | $684 | $7,004-90.2% | $5,645-87.9% | $11,426-94.0% |