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 | $171,184 | $73,004+134.5% | $90,749+88.6% | $68,494+149.9% |
| Participation rate | 30.8% | 70.8%-40.1pp | 75.7%-44.9pp | 67.9%-37.1pp |
| Annual return | -4.12% | -13.81%+9.7pp | -12.16%+8.0pp | -7.84%+3.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,154 | $3,627-40.6% | $4,564-52.8% | $4,027-46.5% |
| Admin fee / account holder | $20,007 | $5,896+239.3% | $8,445+136.9% | $5,403+270.3% |