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 | $19,151 | $56,484-66.1% | $169,463-88.7% | $64,186-70.2% |
| Participation rate | 46.3% | 64.5%-18.3pp | 77.8%-31.5pp | 69.6%-23.3pp |
| Annual return | -5.37% | -1.55%-3.8pp | 1.83%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $297 | $1,832-83.8% | $4,159-92.9% | $2,381-87.5% |
| Participant deferral / active EE | $1,510 | $3,448-56.2% | $5,277-71.4% | $3,470-56.5% |
| Admin fee / account holder | $1,326 | $4,174-68.2% | $9,109-85.4% | $4,888-72.9% |