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 | $29,965 | $52,681-43.1% | $75,781-60.5% | $59,632-49.8% |
| Participation rate | 66.0% | 67.2%-1.2pp | 75.8%-9.8pp | 68.7%-2.6pp |
| Annual return | -1.50% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $310 | $2,193-85.9% | $3,323-90.7% | $2,203-85.9% |
| Participant deferral / active EE | $1,878 | $2,591-27.5% | $3,651-48.6% | $3,192-41.2% |
| Admin fee / account holder | $790 | $3,610-78.1% | $5,299-85.1% | $4,297-81.6% |