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 | $31,134 | $50,958-38.9% | $74,550-58.2% | $64,186-51.5% |
| Participation rate | 46.6% | 61.1%-14.5pp | 69.1%-22.6pp | 69.6%-23.0pp |
| Annual return | 22.56% | -1.86%+24.4pp | 32.53%-10.0pp | 7.63%+14.9pp |
| Employer contribution / active EE | $66 | $1,115-94.0% | $1,961-96.6% | $2,381-97.2% |
| Participant deferral / active EE | $2,059 | $2,301-10.5% | $3,108-33.8% | $3,470-40.7% |
| Admin fee / account holder | $8,780 | $4,223+107.9% | $5,060+73.5% | $4,888+79.6% |