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 | $8,860 | $49,657-82.2% | $93,063-90.5% | $67,986-87.0% |
| Participation rate | 41.8% | 49.9%-8.1pp | 72.1%-30.3pp | 57.2%-15.4pp |
| Annual return | 13.99% | 26.27%-12.3pp | 34.15%-20.2pp | 31.67%-17.7pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,672 | $2,484-32.7% | $3,958-57.8% | $3,358-50.2% |
| Admin fee / account holder | $2,811 | $2,843-1.1% | $6,033-53.4% | $3,203-12.2% |