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 | $78,517 | $45,863+71.2% | $77,024+1.9% | $68,494+14.6% |
| Participation rate | 18.0% | 55.9%-37.9pp | 67.9%-49.9pp | 67.9%-49.9pp |
| Annual return | -15.97% | 1.72%-17.7pp | 42.32%-58.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,089 | $2,962-63.2% | $4,426-75.4% | $4,027-73.0% |
| Admin fee / account holder | $4,511 | $3,041+48.4% | $5,425-16.9% | $5,403-16.5% |