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 10-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 | $20,939 | $72,177-71.0% | $115,037-81.8% | $59,632-64.9% |
| Participation rate | 48.2% | 72.6%-24.4pp | 81.4%-33.2pp | 68.7%-20.5pp |
| Annual return | -1.96% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,475 | $4,783-6.4% | $6,026-25.7% | $3,192+40.2% |
| Admin fee / account holder | $2,823 | $4,927-42.7% | $8,175-65.5% | $4,297-34.3% |