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 | $48,825 | $72,177-32.4% | $115,037-57.6% | $59,632-18.1% |
| Participation rate | 51.9% | 72.6%-20.6pp | 81.4%-29.4pp | 68.7%-16.7pp |
| Annual return | -0.97% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $212 | $2,841-92.5% | $4,608-95.4% | $2,203-90.4% |
| Participant deferral / active EE | $5,673 | $4,783+18.6% | $6,026-5.9% | $3,192+77.7% |
| Admin fee / account holder | $4,127 | $4,927-16.2% | $8,175-49.5% | $4,297-4.0% |