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 | $89,293 | $73,867+20.9% | $143,757-37.9% | $68,494+30.4% |
| Participation rate | 29.0% | 66.7%-37.6pp | 80.3%-51.3pp | 67.9%-38.9pp |
| Annual return | -12.93% | 1.01%-13.9pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,258 | $3,384-62.8% | $5,637-77.7% | $4,027-68.8% |
| Admin fee / account holder | $349 | $5,755-93.9% | $14,673-97.6% | $5,403-93.5% |