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 | $69,433 | $59,805+16.1% | $79,550-12.7% | $68,494+1.4% |
| Participation rate | 38.4% | 61.1%-22.7pp | 69.5%-31.1pp | 67.9%-29.5pp |
| Annual return | -14.08% | -12.30%-1.8pp | 0.16%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $199 | $1,505-86.8% | $2,413-91.8% | $2,596-92.3% |
| Participant deferral / active EE | $1,871 | $3,024-38.1% | $3,985-53.0% | $4,027-53.5% |
| Admin fee / account holder | $13,300 | $4,835+175.1% | $6,832+94.7% | $5,403+146.2% |