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 | $32,697 | $64,707-49.5% | $112,228-70.9% | $68,494-52.3% |
| Participation rate | 31.0% | 67.2%-36.1pp | 75.1%-44.0pp | 67.9%-36.9pp |
| Annual return | -18.95% | -11.40%-7.6pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,773 | $3,565-50.3% | $4,728-62.5% | $4,027-56.0% |
| Admin fee / account holder | $2,940 | $5,232-43.8% | $6,410-54.1% | $5,403-45.6% |