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 | $49,960 | $82,286-39.3% | $68,791-27.4% | $134,475-62.8% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.0%-16.9pp | 81.2%-29.0pp |
| Annual return | -9.72% | -2.19%-7.5pp | -6.38%-3.3pp | 417.96%-427.7pp |
| Employer contribution / active EE | $391 | $3,301-88.1% | $2,655-85.3% | $4,740-91.7% |
| Participant deferral / active EE | $1,740 | $4,739-63.3% | $3,941-55.9% | $6,400-72.8% |
| Admin fee / account holder | $1,557 | $6,481-76.0% | $4,932-68.4% | $11,426-86.4% |