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 | $33,142 | $56,484-41.3% | $169,463-80.4% | $64,186-48.4% |
| Participation rate | 38.9% | 64.5%-25.7pp | 77.8%-38.9pp | 69.6%-30.7pp |
| Annual return | -6.74% | -1.55%-5.2pp | 1.83%-8.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $257 | $1,832-86.0% | $4,159-93.8% | $2,381-89.2% |
| Participant deferral / active EE | $1,395 | $3,448-59.6% | $5,277-73.6% | $3,470-59.8% |
| Admin fee / account holder | $9,368 | $4,174+124.4% | $9,109+2.8% | $4,888+91.7% |