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 | $34,948 | $53,596-34.8% | $90,645-61.4% | $64,186-45.6% |
| Participation rate | 51.4% | 64.5%-13.2pp | 74.0%-22.7pp | 69.6%-18.2pp |
| Annual return | -4.40% | 4.41%-8.8pp | 1.88%-6.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,214 | $2,459-10.0% | $3,425-35.4% | $3,470-36.2% |
| Admin fee / account holder | $2,955 | $3,868-23.6% | $4,994-40.8% | $4,888-39.5% |