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 | $27,431 | $88,707-69.1% | $74,183-63.0% | $273,961-90.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 3.63% | 11.94%-8.3pp | 17.74%-14.1pp | 41.45%-37.8pp |
| Employer contribution / active EE | $189 | $3,159-94.0% | $2,370-92.0% | $4,869-96.1% |
| Participant deferral / active EE | $1,727 | $4,212-59.0% | $3,550-51.4% | $5,287-67.3% |
| Admin fee / account holder | $1,618 | $8,717-81.4% | $5,586-71.0% | $10,132-84.0% |