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 | $31,532 | $132,239-76.2% | $105,722-70.2% | $273,961-88.5% |
| Participation rate | 42.1% | 83.2%-41.1pp | 78.9%-36.8pp | 83.0%-40.9pp |
| Annual return | 6.87% | 10.07%-3.2pp | 12.25%-5.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $247 | $4,867-94.9% | $4,079-93.9% | $4,869-94.9% |
| Participant deferral / active EE | $3,922 | $6,233-37.1% | $5,326-26.3% | $5,287-25.8% |
| Admin fee / account holder | $895 | $12,032-92.6% | $8,308-89.2% | $10,132-91.2% |