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 7-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 | $21,278 | $133,958-84.1% | $112,228-81.0% | $134,475-84.2% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -18.15% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $189 | $4,038-95.3% | $3,635-94.8% | $4,740-96.0% |
| Participant deferral / active EE | $1,739 | $5,291-67.1% | $4,728-63.2% | $6,400-72.8% |
| Admin fee / account holder | $824 | $7,489-89.0% | $6,410-87.1% | $11,426-92.8% |