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 | $19,692 | $59,332-66.8% | $90,223-78.2% | $59,632-67.0% |
| Participation rate | 54.7% | 71.9%-17.2pp | 79.0%-24.3pp | 68.7%-14.0pp |
| Annual return | -2.82% | 3.25%-6.1pp | 1.31%-4.1pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $708 | $3,031-76.6% | $4,378-83.8% | $2,203-67.9% |
| Participant deferral / active EE | $4,377 | $4,369+0.2% | $5,792-24.4% | $3,192+37.2% |
| Admin fee / account holder | $1,738 | $5,032-65.5% | $7,406-76.5% | $4,297-59.5% |