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 7-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 | $13,369 | $65,061-79.5% | $143,757-90.7% | $66,914-80.0% |
| Participation rate | 30.6% | 65.2%-34.6pp | 80.3%-49.8pp | 69.8%-39.2pp |
| Annual return | -2.49% | -11.14%+8.6pp | -0.04%-2.5pp | 1.58%-4.1pp |
| Employer contribution / active EE | $185 | $2,361-92.2% | $4,951-96.3% | $2,544-92.7% |
| Participant deferral / active EE | $1,600 | $2,919-45.2% | $5,637-71.6% | $4,237-62.2% |
| Admin fee / account holder | $1,165 | $502+132.1% | $14,673-92.1% | $593+96.4% |