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 | $119,423 | $105,860+12.8% | $90,749+31.6% | $134,475-11.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -15.39% | -11.01%-4.4pp | -12.16%-3.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $448 | $3,462-87.1% | $2,921-84.7% | $4,740-90.6% |
| Participant deferral / active EE | $2,232 | $5,216-57.2% | $4,564-51.1% | $6,400-65.1% |
| Admin fee / account holder | $4,394 | $13,938-68.5% | $8,445-48.0% | $11,426-61.5% |