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 | $18,099 | $57,506-68.5% | $67,221-73.1% | $79,858-77.3% |
| Participation rate | 53.7% | 74.3%-20.6pp | 79.4%-25.7pp | 69.6%-16.0pp |
| Annual return | 18.43% | 18.46%0pp | 20.72%-2.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $2,961-100.0% | $3,723-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,959 | $3,508-15.7% | $4,384-32.5% | $3,740-20.9% |
| Admin fee / account holder | $874 | $4,029-78.3% | $5,844-85.0% | $5,306-83.5% |