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 | $60,715 | $64,707-6.2% | $112,228-45.9% | $68,494-11.4% |
| Participation rate | 36.0% | 67.2%-31.2pp | 75.1%-39.1pp | 67.9%-31.9pp |
| Annual return | -16.56% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $629 | $2,746-77.1% | $3,635-82.7% | $2,596-75.8% |
| Participant deferral / active EE | $1,900 | $3,565-46.7% | $4,728-59.8% | $4,027-52.8% |
| Admin fee / account holder | $1,035 | $5,232-80.2% | $6,410-83.9% | $5,403-80.8% |