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 | $57,034 | $62,586-8.9% | $76,768-25.7% | $64,186-11.1% |
| Participation rate | 46.2% | 72.8%-26.7pp | 77.0%-30.8pp | 69.6%-23.4pp |
| Annual return | -0.57% | -1.95%+1.4pp | 2.43%-3.0pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,574 | $3,145-49.9% | $3,852-59.1% | $3,470-54.6% |
| Admin fee / account holder | $439 | $4,667-90.6% | $6,675-93.4% | $4,888-91.0% |