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 | $28,424 | $48,050-40.8% | $85,969-66.9% | $59,632-52.3% |
| Participation rate | 46.9% | 64.5%-17.5pp | 76.5%-29.6pp | 68.7%-21.8pp |
| Annual return | -1.03% | 0.29%-1.3pp | 9.32%-10.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $184 | $1,640-88.8% | $3,474-94.7% | $2,203-91.6% |
| Participant deferral / active EE | $1,113 | $2,249-50.5% | $3,829-70.9% | $3,192-65.1% |
| Admin fee / account holder | $533 | $3,206-83.4% | $6,053-91.2% | $4,297-87.6% |