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 | $108,591 | $131,829-17.6% | $108,5790% | $273,961-60.4% |
| Participation rate | 31.8% | 83.5%-51.6pp | 79.6%-47.8pp | 83.0%-51.2pp |
| Annual return | 2.61% | -91.57%+94.2pp | -51.70%+54.3pp | 41.45%-38.8pp |
| Employer contribution / active EE | $448 | $4,912-90.9% | $3,758-88.1% | $4,869-90.8% |
| Participant deferral / active EE | $2,362 | $5,127-53.9% | $4,311-45.2% | $5,287-55.3% |
| Admin fee / account holder | $1,132 | $10,252-89.0% | $7,645-85.2% | $10,132-88.8% |