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 | $17,628 | $73,867-76.1% | $143,757-87.7% | $68,494-74.3% |
| Participation rate | 64.8% | 66.7%-1.9pp | 80.3%-15.5pp | 67.9%-3.1pp |
| Annual return | 47.46% | 1.01%+46.4pp | -0.04%+47.5pp | -7.84%+55.3pp |
| Employer contribution / active EE | $41 | $3,184-98.7% | $4,951-99.2% | $2,596-98.4% |
| Participant deferral / active EE | $1,427 | $3,384-57.8% | $5,637-74.7% | $4,027-64.6% |
| Admin fee / account holder | $1,170 | $5,755-79.7% | $14,673-92.0% | $5,403-78.3% |