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 | $42,950 | $42,894+0.1% | $60,874-29.4% | $68,494-37.3% |
| Participation rate | 53.1% | 66.8%-13.7pp | 73.1%-20.0pp | 67.9%-14.8pp |
| Annual return | -16.70% | -13.98%-2.7pp | 16.90%-33.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $347 | $1,978-82.5% | $2,701-87.2% | $2,596-86.6% |
| Participant deferral / active EE | $2,721 | $2,867-5.1% | $3,817-28.7% | $4,027-32.4% |
| Admin fee / account holder | $532 | $3,101-82.8% | $3,224-83.5% | $5,403-90.1% |