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 | $97,755 | $62,586+56.2% | $76,768+27.3% | $64,186+52.3% |
| Participation rate | 52.5% | 72.8%-20.3pp | 77.0%-24.5pp | 69.6%-17.1pp |
| Annual return | -5.15% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,887 | $3,145+23.6% | $3,852+0.9% | $3,470+12.0% |
| Admin fee / account holder | $412 | $4,667-91.2% | $6,675-93.8% | $4,888-91.6% |