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 | $48,461 | $91,538-47.1% | $129,995-62.7% | $75,163-35.5% |
| Participation rate | 14.0% | 71.4%-57.4pp | 78.5%-64.5pp | 67.2%-53.2pp |
| Annual return | 22.60% | -631.11%+653.7pp | -137.18%+159.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $498 | $2,845-82.5% | $4,320-88.5% | $2,670-81.3% |
| Participant deferral / active EE | $2,322 | $4,341-46.5% | $5,820-60.1% | $4,125-43.7% |
| Admin fee / account holder | $2,519 | $6,790-62.9% | $10,614-76.3% | $5,651-55.4% |