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 | $34,335 | $99,341-65.4% | $84,750-59.5% | $273,961-87.5% |
| Participation rate | 35.7% | 80.7%-45.0pp | 76.6%-40.9pp | 83.0%-47.3pp |
| Annual return | 4.86% | 22.93%-18.1pp | 22.78%-17.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $135 | $4,214-96.8% | $3,574-96.2% | $4,869-97.2% |
| Participant deferral / active EE | $1,183 | $4,269-72.3% | $3,712-68.1% | $5,287-77.6% |
| Admin fee / account holder | $1,481 | $6,644-77.7% | $5,332-72.2% | $10,132-85.4% |