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 | $61,832 | $71,883-14.0% | $86,677-28.7% | $68,494-9.7% |
| Participation rate | 44.1% | 72.2%-28.1pp | 76.6%-32.5pp | 67.9%-23.8pp |
| Annual return | -14.24% | 3.52%-17.8pp | 35.91%-50.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $329 | $2,173-84.9% | $2,836-88.4% | $2,596-87.3% |
| Participant deferral / active EE | $1,841 | $3,779-51.3% | $4,656-60.5% | $4,027-54.3% |
| Admin fee / account holder | $4,084 | $6,112-33.2% | $7,493-45.5% | $5,403-24.4% |