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 | $31,599 | $52,836-40.2% | $105,738-70.1% | $64,186-50.8% |
| Participation rate | 43.2% | 66.5%-23.3pp | 76.3%-33.1pp | 69.6%-26.3pp |
| Annual return | -5.19% | 14.30%-19.5pp | 6.27%-11.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $251 | $1,827-86.3% | $3,268-92.3% | $2,381-89.5% |
| Participant deferral / active EE | $1,153 | $2,545-54.7% | $4,080-71.7% | $3,470-66.8% |
| Admin fee / account holder | $973 | $3,959-75.4% | $6,913-85.9% | $4,888-80.1% |