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 | $35,073 | $64,839-45.9% | $95,585-63.3% | $84,808-58.6% |
| Participation rate | 50.0% | 63.8%-13.8pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 15.47% | -670.96%+686.4pp | 38.56%-23.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,758 | $2,965-40.7% | $4,023-56.3% | $4,212-58.2% |
| Admin fee / account holder | $5,058 | $5,964-15.2% | $6,127-17.5% | $7,344-31.1% |