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 | $21,596 | $39,122-44.8% | $57,179-62.2% | $62,891-65.7% |
| Participation rate | 45.7% | 70.5%-24.8pp | 75.3%-29.7pp | 69.3%-23.6pp |
| Annual return | 4.50% | 9.23%-4.7pp | 14.59%-10.1pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $763 | $2,374-67.9% | $3,096-75.4% | $3,203-76.2% |
| Admin fee / account holder | $2,068 | $2,592-20.2% | $3,139-34.1% | $4,296-51.9% |