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 | $52,813 | $82,664-36.1% | $125,339-57.9% | $68,494-22.9% |
| Participation rate | 59.0% | 75.0%-16.0pp | 82.4%-23.4pp | 67.9%-8.9pp |
| Annual return | -18.05% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $62 | $3,381-98.2% | $4,814-98.7% | $2,596-97.6% |
| Participant deferral / active EE | $2,761 | $6,110-54.8% | $7,446-62.9% | $4,027-31.4% |
| Admin fee / account holder | $945 | $6,275-84.9% | $10,010-90.6% | $5,403-82.5% |