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 | $55,828 | $167,307-66.6% | $143,757-61.2% | $134,475-58.5% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.4pp | 81.2%-38.4pp |
| Annual return | -19.97% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $639 | $5,619-88.6% | $4,951-87.1% | $4,740-86.5% |
| Participant deferral / active EE | $3,455 | $6,446-46.4% | $5,637-38.7% | $6,400-46.0% |
| Admin fee / account holder | $306 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |