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 7-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 | $33,276 | $48,265-31.1% | $68,791-51.6% | $68,494-51.4% |
| Participation rate | 20.0% | 60.7%-40.7pp | 69.0%-49.0pp | 67.9%-47.9pp |
| Annual return | -18.72% | -12.71%-6.0pp | -6.38%-12.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $320 | $1,829-82.5% | $2,655-88.0% | $2,596-87.7% |
| Participant deferral / active EE | $1,485 | $2,867-48.2% | $3,941-62.3% | $4,027-63.1% |
| Admin fee / account holder | $2,123 | $4,355-51.3% | $4,932-57.0% | $5,403-60.7% |