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 | $28,134 | $73,867-61.9% | $143,757-80.4% | $68,494-58.9% |
| Participation rate | 38.5% | 66.7%-28.2pp | 80.3%-41.8pp | 67.9%-29.4pp |
| Annual return | -16.33% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $349 | $3,184-89.0% | $4,951-92.9% | $2,596-86.5% |
| Participant deferral / active EE | $984 | $3,384-70.9% | $5,637-82.5% | $4,027-75.6% |
| Admin fee / account holder | $6,438 | $5,755+11.9% | $14,673-56.1% | $5,403+19.2% |