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 | $24,681 | $50,958-51.6% | $74,550-66.9% | $64,186-61.5% |
| Participation rate | 47.4% | 61.1%-13.7pp | 69.1%-21.8pp | 69.6%-22.2pp |
| Annual return | -5.34% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $147 | $1,115-86.8% | $1,961-92.5% | $2,381-93.8% |
| Participant deferral / active EE | $1,559 | $2,301-32.2% | $3,108-49.8% | $3,470-55.1% |
| Admin fee / account holder | $6,298 | $4,223+49.1% | $5,060+24.5% | $4,888+28.8% |