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 | $22,604 | $107,015-78.9% | $73,545-69.3% | $147,584-84.7% |
| Participation rate | 47.8% | 66.4%-18.6pp | 54.9%-7.1pp | 82.8%-35.0pp |
| Annual return | 12.78% | 38.25%-25.5pp | -15.16%+27.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,077 | $2,462-15.6% | $1,806+15.0% | $5,439-61.8% |
| Admin fee / account holder | $1,060 | $3,055-65.3% | $2,320-54.3% | $10,885-90.3% |