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 | $57,332 | $64,707-11.4% | $112,228-48.9% | $68,494-16.3% |
| Participation rate | 29.6% | 67.2%-37.5pp | 75.1%-45.4pp | 67.9%-38.3pp |
| Annual return | -4.63% | -11.40%+6.8pp | 27.45%-32.1pp | -7.84%+3.2pp |
| Employer contribution / active EE | $484 | $2,746-82.4% | $3,635-86.7% | $2,596-81.4% |
| Participant deferral / active EE | $1,909 | $3,565-46.5% | $4,728-59.6% | $4,027-52.6% |
| Admin fee / account holder | $659 | $5,232-87.4% | $6,410-89.7% | $5,403-87.8% |