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 | $34,658 | $43,327-20.0% | $59,878-42.1% | $64,186-46.0% |
| Participation rate | 24.1% | 69.2%-45.1pp | 74.7%-50.6pp | 69.6%-45.5pp |
| Annual return | 13.83% | -1.55%+15.4pp | 3.46%+10.4pp | 7.63%+6.2pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,086 | $2,546-57.4% | $3,402-68.1% | $3,470-68.7% |
| Admin fee / account holder | $442 | $3,005-85.3% | $3,590-87.7% | $4,888-91.0% |