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 | $27,826 | $48,265-42.3% | $68,791-59.6% | $68,494-59.4% |
| Participation rate | 28.6% | 60.7%-32.1pp | 69.0%-40.5pp | 67.9%-39.3pp |
| Annual return | -16.54% | -12.71%-3.8pp | -6.38%-10.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $55 | $1,829-97.0% | $2,655-97.9% | $2,596-97.9% |
| Participant deferral / active EE | $1,094 | $2,867-61.8% | $3,941-72.2% | $4,027-72.8% |
| Admin fee / account holder | $2,618 | $4,355-39.9% | $4,932-46.9% | $5,403-51.5% |