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 | $95,914 | $81,900+17.1% | $119,609-19.8% | $68,494+40.0% |
| Participation rate | 53.2% | 71.9%-18.6pp | 79.3%-26.0pp | 67.9%-14.6pp |
| Annual return | -14.72% | -23.82%+9.1pp | -14.97%+0.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,724 | $4,148+38.0% | $5,602+2.2% | $4,027+42.1% |
| Admin fee / account holder | $5,934 | $6,582-9.8% | $10,323-42.5% | $5,403+9.8% |