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 | $25,953 | $30,732-15.6% | $59,496-56.4% | $59,632-56.5% |
| Participation rate | 56.1% | 43.2%+12.9pp | 54.6%+1.5pp | 68.7%-12.6pp |
| Annual return | -1.22% | 4.47%-5.7pp | 182.05%-183.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,588 | $1,183+118.8% | $1,829+41.5% | $3,192-18.9% |
| Admin fee / account holder | $309 | $2,136-85.6% | $2,232-86.2% | $4,297-92.8% |