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 | $140,417 | $91,538+53.4% | $129,995+8.0% | $75,163+86.8% |
| Participation rate | 42.3% | 71.4%-29.1pp | 78.5%-36.2pp | 67.2%-24.9pp |
| Annual return | 17.93% | -631.11%+649.0pp | -137.18%+155.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $213 | $2,845-92.5% | $4,320-95.1% | $2,670-92.0% |
| Participant deferral / active EE | $2,553 | $4,341-41.2% | $5,820-56.1% | $4,125-38.1% |
| Admin fee / account holder | $3,292 | $6,790-51.5% | $10,614-69.0% | $5,651-41.7% |