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 | $18,114 | $84,233-78.5% | $170,442-89.4% | $70,131-74.2% |
| Participation rate | 51.7% | 70.8%-19.2pp | 83.6%-31.9pp | 69.5%-17.9pp |
| Annual return | 13.12% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,844 | $3,086-40.2% | $4,939-62.7% | $3,332-44.7% |
| Admin fee / account holder | $2,816 | $5,698-50.6% | $13,880-79.7% | $4,645-39.4% |