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 | $38,010 | $131,829-71.2% | $108,579-65.0% | $273,961-86.1% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 6.94% | -91.57%+98.5pp | -51.70%+58.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $229 | $4,912-95.3% | $3,758-93.9% | $4,869-95.3% |
| Participant deferral / active EE | $3,109 | $5,127-39.4% | $4,311-27.9% | $5,287-41.2% |
| Admin fee / account holder | $399 | $10,252-96.1% | $7,645-94.8% | $10,132-96.1% |