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 4-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.
Participant 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 | $73,294 | $84,487-13.2% | $125,339-41.5% | $66,914+9.5% |
| Participation rate | 42.9% | 76.4%-33.6pp | 82.4%-39.5pp | 69.8%-26.9pp |
| Annual return | -12.83% | -8.39%-4.4pp | 572.05%-584.9pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,254 | $3,553-64.7% | $4,814-73.9% | $2,544-50.7% |
| Participant deferral / active EE | $2,674 | $6,781-60.6% | $7,446-64.1% | $4,237-36.9% |
| Admin fee / account holder | $7,954 | $685+1061.1% | $10,010-20.5% | $593+1240.7% |