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 | $30,487 | $47,944-36.4% | $67,834-55.1% | $62,891-51.5% |
| Participation rate | 44.0% | 61.1%-17.1pp | 68.8%-24.8pp | 69.3%-25.3pp |
| Annual return | 11.23% | 11.77%-0.5pp | 138.47%-127.2pp | 20.14%-8.9pp |
| Employer contribution / active EE | $165 | $1,562-89.4% | $2,403-93.1% | $2,281-92.8% |
| Participant deferral / active EE | $1,651 | $2,247-26.5% | $3,160-47.8% | $3,203-48.5% |
| Admin fee / account holder | $1,632 | $3,712-56.0% | $4,622-64.7% | $4,296-62.0% |