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 | $59,851 | $95,862-37.6% | $79,550-24.8% | $134,475-55.5% |
| Participation rate | 61.1% | 75.0%-13.9pp | 69.5%-8.4pp | 81.2%-20.1pp |
| Annual return | -18.02% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $412 | $3,128-86.8% | $2,413-82.9% | $4,740-91.3% |
| Participant deferral / active EE | $1,617 | $4,693-65.5% | $3,985-59.4% | $6,400-74.7% |
| Admin fee / account holder | $3,722 | $9,126-59.2% | $6,832-45.5% | $11,426-67.4% |