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 | $60,022-73.7% | $88,946-82.2% | $84,808-81.4% |
| Participation rate | 21.9% | 57.8%-36.0pp | 68.8%-47.0pp | 68.3%-46.4pp |
| Annual return | 18.18% | 22.43%-4.3pp | 57.82%-39.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $936 | $3,114-70.0% | $4,581-79.6% | $4,212-77.8% |
| Admin fee / account holder | $2,053 | $4,811-57.3% | $8,261-75.2% | $7,344-72.0% |