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 | $36,855 | $73,004-49.5% | $90,749-59.4% | $68,494-46.2% |
| Participation rate | 61.5% | 70.8%-9.3pp | 75.7%-14.2pp | 67.9%-6.3pp |
| Annual return | -16.22% | -13.81%-2.4pp | -12.16%-4.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $319 | $2,193-85.5% | $2,921-89.1% | $2,596-87.7% |
| Participant deferral / active EE | $1,854 | $3,627-48.9% | $4,564-59.4% | $4,027-54.0% |
| Admin fee / account holder | $6,292 | $5,896+6.7% | $8,445-25.5% | $5,403+16.5% |