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 6-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 | $21,948 | $64,707-66.1% | $112,228-80.4% | $68,494-68.0% |
| Participation rate | 22.9% | 67.2%-44.3pp | 75.1%-52.2pp | 67.9%-45.0pp |
| Annual return | -19.43% | -11.40%-8.0pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $637 | $2,746-76.8% | $3,635-82.5% | $2,596-75.5% |
| Participant deferral / active EE | $1,760 | $3,565-50.6% | $4,728-62.8% | $4,027-56.3% |
| Admin fee / account holder | $431 | $5,232-91.8% | $6,410-93.3% | $5,403-92.0% |