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 | $45,613 | $57,354-20.5% | $83,848-45.6% | $64,186-28.9% |
| Participation rate | 61.1% | 68.6%-7.5pp | 76.1%-15.0pp | 69.6%-8.5pp |
| Annual return | -6.64% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $186 | $2,545-92.7% | $3,631-94.9% | $2,381-92.2% |
| Participant deferral / active EE | $1,857 | $2,993-38.0% | $4,082-54.5% | $3,470-46.5% |
| Admin fee / account holder | $871 | $4,046-78.5% | $5,478-84.1% | $4,888-82.2% |