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 | $155,241 | $82,286+88.7% | $68,791+125.7% | $134,475+15.4% |
| Participation rate | 61.1% | 75.1%-14.0pp | 69.0%-7.9pp | 81.2%-20.1pp |
| Annual return | -14.40% | -2.19%-12.2pp | -6.38%-8.0pp | 417.96%-432.4pp |
| Employer contribution / active EE | $407 | $3,301-87.7% | $2,655-84.7% | $4,740-91.4% |
| Participant deferral / active EE | $4,069 | $4,739-14.1% | $3,941+3.2% | $6,400-36.4% |
| Admin fee / account holder | $31,647 | $6,481+388.3% | $4,932+541.7% | $11,426+177.0% |