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 | $32,803 | $53,596-38.8% | $90,645-63.8% | $64,186-48.9% |
| Participation rate | 39.3% | 64.5%-25.2pp | 74.0%-34.7pp | 69.6%-30.3pp |
| Annual return | -6.17% | 4.41%-10.6pp | 1.88%-8.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $224 | $1,503-85.1% | $2,532-91.2% | $2,381-90.6% |
| Participant deferral / active EE | $1,146 | $2,459-53.4% | $3,425-66.5% | $3,470-67.0% |
| Admin fee / account holder | $1,524 | $3,868-60.6% | $4,994-69.5% | $4,888-68.8% |