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 | $36,837 | $71,883-48.8% | $86,677-57.5% | $68,494-46.2% |
| Participation rate | 41.8% | 72.2%-30.4pp | 76.6%-34.8pp | 67.9%-26.1pp |
| Annual return | -16.46% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $173 | $2,173-92.0% | $2,836-93.9% | $2,596-93.3% |
| Participant deferral / active EE | $2,664 | $3,779-29.5% | $4,656-42.8% | $4,027-33.8% |
| Admin fee / account holder | $383 | $6,112-93.7% | $7,493-94.9% | $5,403-92.9% |