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 | $46,563 | $73,004-36.2% | $90,749-48.7% | $68,494-32.0% |
| Participation rate | 58.6% | 70.8%-12.2pp | 75.7%-17.1pp | 67.9%-9.3pp |
| Annual return | -14.41% | -13.81%-0.6pp | -12.16%-2.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $432 | $2,193-80.3% | $2,921-85.2% | $2,596-83.4% |
| Participant deferral / active EE | $3,564 | $3,627-1.7% | $4,564-21.9% | $4,027-11.5% |
| Admin fee / account holder | $2,125 | $5,896-64.0% | $8,445-74.8% | $5,403-60.7% |