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 | $63,577 | $97,044-34.5% | $83,333-23.7% | $135,375-53.0% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -6.80% | 12.31%-19.1pp | 10.63%-17.4pp | 519.73%-526.5pp |
| Employer contribution / active EE | $289 | $4,143-93.0% | $3,379-91.4% | $4,779-93.9% |
| Participant deferral / active EE | $4,776 | $5,964-19.9% | $5,565-14.2% | $5,609-14.8% |
| Admin fee / account holder | $7,357 | $8,380-12.2% | $7,510-2.0% | $10,827-32.1% |