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 | $13,109 | $49,177-73.3% | $79,464-83.5% | $64,186-79.6% |
| Participation rate | 30.9% | 65.0%-34.2pp | 73.3%-42.5pp | 69.6%-38.7pp |
| Annual return | 11.29% | -1.16%+12.4pp | 718.14%-706.9pp | 7.63%+3.7pp |
| Employer contribution / active EE | $146 | $2,076-93.0% | $2,800-94.8% | $2,381-93.9% |
| Participant deferral / active EE | $1,065 | $2,821-62.2% | $3,704-71.2% | $3,470-69.3% |
| Admin fee / account holder | $1,438 | $3,839-62.5% | $5,113-71.9% | $4,888-70.6% |