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 | $24,792 | $91,190-72.8% | $178,490-86.1% | $79,858-69.0% |
| Participation rate | 48.8% | 69.2%-20.4pp | 81.9%-33.1pp | 69.6%-20.8pp |
| Annual return | 26.56% | 24.19%+2.4pp | 151.07%-124.5pp | 31.71%-5.2pp |
| Employer contribution / active EE | $214 | $3,256-93.4% | $5,011-95.7% | $2,471-91.3% |
| Participant deferral / active EE | $2,283 | $3,236-29.5% | $5,202-56.1% | $3,740-39.0% |
| Admin fee / account holder | $821 | $6,751-87.8% | $13,984-94.1% | $5,306-84.5% |