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 | $22,018 | $39,162-43.8% | $100,671-78.1% | $59,632-63.1% |
| Participation rate | 36.4% | 55.9%-19.5pp | 70.7%-34.4pp | 68.7%-32.3pp |
| Annual return | 0.56% | 21.07%-20.5pp | 20.43%-19.9pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $118 | $1,151-89.7% | $4,012-97.1% | $2,203-94.6% |
| Participant deferral / active EE | $1,126 | $1,992-43.4% | $3,144-64.2% | $3,192-64.7% |
| Admin fee / account holder | $401 | $2,969-86.5% | $4,850-91.7% | $4,297-90.7% |