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 | $41,674 | $62,586-33.4% | $76,768-45.7% | $64,186-35.1% |
| Participation rate | 58.7% | 72.8%-14.1pp | 77.0%-18.3pp | 69.6%-10.9pp |
| Annual return | -3.21% | -1.95%-1.3pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $285 | $1,832-84.5% | $2,485-88.5% | $2,381-88.0% |
| Participant deferral / active EE | $2,247 | $3,145-28.6% | $3,852-41.7% | $3,470-35.2% |
| Admin fee / account holder | $2,906 | $4,667-37.7% | $6,675-56.5% | $4,888-40.5% |