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 | $42,429 | $92,222-54.0% | $76,768-44.7% | $135,375-68.7% |
| Participation rate | 27.3% | 79.8%-52.5pp | 77.0%-49.7pp | 82.6%-55.4pp |
| Annual return | -5.90% | 5.46%-11.4pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $166 | $3,216-94.8% | $2,485-93.3% | $4,779-96.5% |
| Participant deferral / active EE | $1,459 | $4,509-67.6% | $3,852-62.1% | $5,609-74.0% |
| Admin fee / account holder | $2,004 | $10,748-81.4% | $6,675-70.0% | $10,827-81.5% |