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 | $43,689 | $94,529-53.8% | $140,016-68.8% | $64,186-31.9% |
| Participation rate | 55.4% | 84.1%-28.7pp | 87.5%-32.1pp | 69.6%-14.2pp |
| Annual return | 3.31% | 7.77%-4.5pp | 651.12%-647.8pp | 7.63%-4.3pp |
| Employer contribution / active EE | $640 | $3,812-83.2% | $5,606-88.6% | $2,381-73.1% |
| Participant deferral / active EE | $4,795 | $5,250-8.7% | $6,927-30.8% | $3,470+38.2% |
| Admin fee / account holder | $591 | $6,741-91.2% | $10,705-94.5% | $4,888-87.9% |