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 | $55,059 | $65,557-16.0% | $105,738-47.9% | $56,287-2.2% |
| Participation rate | 32.7% | 63.4%-30.7pp | 76.3%-43.6pp | 69.9%-37.2pp |
| Annual return | 11.52% | -1.32%+12.8pp | 6.27%+5.3pp | -9.96%+21.5pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $3,268-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,645 | $2,418-32.0% | $4,080-59.7% | $3,350-50.9% |
| Admin fee / account holder | $1,682 | $561+199.5% | $6,913-75.7% | $521+222.8% |