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 | $31,984 | $49,227-35.0% | $70,449-54.6% | $79,858-59.9% |
| Participation rate | 28.1% | 69.2%-41.0pp | 75.1%-46.9pp | 69.6%-41.5pp |
| Annual return | 13.21% | 30.06%-16.9pp | 109.03%-95.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,129 | $2,768-59.2% | $3,709-69.6% | $3,740-69.8% |
| Admin fee / account holder | $4,112 | $2,878+42.9% | $3,845+6.9% | $5,306-22.5% |