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 8-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 | $27,529 | $72,607-62.1% | $90,749-69.7% | $66,914-58.9% |
| Participation rate | 60.4% | 73.7%-13.3pp | 75.7%-15.3pp | 69.8%-9.4pp |
| Annual return | -13.36% | -12.28%-1.1pp | -12.16%-1.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,528 | $3,977-36.4% | $4,564-44.6% | $4,237-40.3% |
| Admin fee / account holder | $1,782 | $707+151.9% | $8,445-78.9% | $593+200.3% |