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 | $37,604 | $50,958-26.2% | $74,550-49.6% | $64,186-41.4% |
| Participation rate | 25.3% | 61.1%-35.7pp | 69.1%-43.8pp | 69.6%-44.3pp |
| Annual return | -6.61% | -1.86%-4.8pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $173 | $1,115-84.5% | $1,961-91.2% | $2,381-92.7% |
| Participant deferral / active EE | $1,099 | $2,301-52.2% | $3,108-64.6% | $3,470-68.3% |
| Admin fee / account holder | $1,824 | $4,223-56.8% | $5,060-63.9% | $4,888-62.7% |