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 | $32,690 | $73,638-55.6% | $95,952-65.9% | $73,488-55.5% |
| Participation rate | 46.6% | 76.2%-29.6pp | 77.1%-30.5pp | 70.7%-24.1pp |
| Annual return | 12.51% | 16.78%-4.3pp | 91.61%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $337 | $1,863-81.9% | $2,541-86.7% | $2,270-85.1% |
| Participant deferral / active EE | $2,868 | $3,617-20.7% | $4,167-31.2% | $3,740-23.3% |
| Admin fee / account holder | $3,940 | $482+717.3% | $6,795-42.0% | $513+668.0% |