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 | $20,942 | $133,958-84.4% | $112,228-81.3% | $134,475-84.4% |
| Participation rate | 18.8% | 78.6%-59.8pp | 75.1%-56.3pp | 81.2%-62.5pp |
| Annual return | -19.03% | 47.11%-66.1pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $342 | $4,038-91.5% | $3,635-90.6% | $4,740-92.8% |
| Participant deferral / active EE | $2,491 | $5,291-52.9% | $4,728-47.3% | $6,400-61.1% |
| Admin fee / account holder | $5,397 | $7,489-27.9% | $6,410-15.8% | $11,426-52.8% |