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 | $21,567 | $90,503-76.2% | $78,689-72.6% | $273,961-92.1% |
| Participation rate | 34.8% | 76.5%-41.7pp | 73.6%-38.8pp | 83.0%-48.2pp |
| Annual return | 6.06% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $739 | $3,901-81.0% | $3,517-79.0% | $5,287-86.0% |
| Admin fee / account holder | $364 | $5,263-93.1% | $4,510-91.9% | $10,132-96.4% |