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 | $23,457 | $48,265-51.4% | $68,791-65.9% | $68,494-65.8% |
| Participation rate | 42.9% | 60.7%-17.8pp | 69.0%-26.2pp | 67.9%-25.0pp |
| Annual return | -14.45% | -12.71%-1.7pp | -6.38%-8.1pp | -7.84%-6.6pp |
| Employer contribution / active EE | $72 | $1,829-96.1% | $2,655-97.3% | $2,596-97.2% |
| Participant deferral / active EE | $994 | $2,867-65.3% | $3,941-74.8% | $4,027-75.3% |
| Admin fee / account holder | $1,488 | $4,355-65.8% | $4,932-69.8% | $5,403-72.5% |