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 | $52,063 | $56,357-7.6% | $104,294-50.1% | $68,494-24.0% |
| Participation rate | 30.2% | 63.3%-33.0pp | 73.3%-43.0pp | 67.9%-37.7pp |
| Annual return | -17.47% | -9.19%-8.3pp | 24.61%-42.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $437 | $1,960-77.7% | $3,372-87.0% | $2,596-83.2% |
| Participant deferral / active EE | $1,113 | $3,077-63.8% | $4,625-75.9% | $4,027-72.4% |
| Admin fee / account holder | $8,392 | $4,903+71.2% | $7,339+14.3% | $5,403+55.3% |