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 | $15,814 | $57,590-72.5% | $86,233-81.7% | $82,448-80.8% |
| Participation rate | 21.9% | 57.9%-36.0pp | 69.0%-47.1pp | 68.1%-46.2pp |
| Annual return | 18.18% | 22.41%-4.2pp | 61.39%-43.2pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $936 | $3,080-69.6% | $4,559-79.5% | $4,139-77.4% |
| Admin fee / account holder | $2,053 | $4,730-56.6% | $8,342-75.4% | $7,234-71.6% |