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 8-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 | $19,834 | $43,327-54.2% | $59,878-66.9% | $64,186-69.1% |
| Participation rate | 36.3% | 69.2%-32.9pp | 74.7%-38.4pp | 69.6%-33.3pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $336 | $2,028-83.4% | $2,722-87.6% | $2,381-85.9% |
| Participant deferral / active EE | $973 | $2,546-61.8% | $3,402-71.4% | $3,470-72.0% |
| Admin fee / account holder | $410 | $3,005-86.3% | $3,590-88.6% | $4,888-91.6% |