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 | $18,761 | $42,383-55.7% | $76,523-75.5% | $64,186-70.8% |
| Participation rate | 37.3% | 58.1%-20.8pp | 68.0%-30.7pp | 69.6%-32.2pp |
| Annual return | -5.96% | -16.54%+10.6pp | -0.27%-5.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $79 | $1,563-94.9% | $2,647-97.0% | $2,381-96.7% |
| Participant deferral / active EE | $1,256 | $2,566-51.1% | $3,835-67.3% | $3,470-63.8% |
| Admin fee / account holder | $411 | $3,198-87.1% | $4,848-91.5% | $4,888-91.6% |