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 | $75,087 | $140,588-46.6% | $123,104-39.0% | $125,391-40.1% |
| Participation rate | 68.8% | 88.2%-19.4pp | 86.8%-18.0pp | 83.2%-14.4pp |
| Annual return | -1.24% | 16.80%-18.0pp | 13.22%-14.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,738 | $6,980-60.8% | $6,230-56.0% | $5,352-48.8% |
| Admin fee / account holder | $760 | $11,198-93.2% | $9,015-91.6% | $9,540-92.0% |