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 | $31,171 | $99,341-68.6% | $84,750-63.2% | $273,961-88.6% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 7.80% | 22.93%-15.1pp | 22.78%-15.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $293 | $4,214-93.0% | $3,574-91.8% | $4,869-94.0% |
| Participant deferral / active EE | $2,077 | $4,269-51.4% | $3,712-44.1% | $5,287-60.7% |
| Admin fee / account holder | $856 | $6,644-87.1% | $5,332-84.0% | $10,132-91.6% |