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 | $156,385 | $81,900+90.9% | $119,609+30.7% | $68,494+128.3% |
| Participation rate | 69.2% | 71.9%-2.7pp | 79.3%-10.0pp | 67.9%+1.3pp |
| Annual return | -17.19% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $661 | $2,693-75.5% | $4,232-84.4% | $2,596-74.5% |
| Participant deferral / active EE | $4,676 | $4,148+12.7% | $5,602-16.5% | $4,027+16.1% |
| Admin fee / account holder | $4,335 | $6,582-34.1% | $10,323-58.0% | $5,403-19.8% |