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 8-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 | $16,254 | $73,867-78.0% | $143,757-88.7% | $68,494-76.3% |
| Participation rate | 32.4% | 66.7%-34.2pp | 80.3%-47.9pp | 67.9%-35.5pp |
| Annual return | -18.36% | 1.01%-19.4pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3 | $3,184-99.9% | $4,951-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $1,602 | $3,384-52.7% | $5,637-71.6% | $4,027-60.2% |
| Admin fee / account holder | $2,214 | $5,755-61.5% | $14,673-84.9% | $5,403-59.0% |