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 | $85,729 | $152,651-43.8% | $105,218-18.5% | $125,391-31.6% |
| Participation rate | 68.8% | 81.5%-12.8pp | 77.2%-8.5pp | 83.2%-14.4pp |
| Annual return | 0.04% | 8.24%-8.2pp | 5.33%-5.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $324 | $4,802-93.3% | $3,255-90.1% | $4,866-93.3% |
| Participant deferral / active EE | $6,802 | $6,660+2.1% | $4,867+39.8% | $5,352+27.1% |
| Admin fee / account holder | $2,915 | $14,248-79.5% | $6,992-58.3% | $9,540-69.5% |