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 | $72,856 | $52,836+37.9% | $105,738-31.1% | $64,186+13.5% |
| Participation rate | 46.7% | 66.5%-19.9pp | 76.3%-29.7pp | 69.6%-22.9pp |
| Annual return | -7.11% | 14.30%-21.4pp | 6.27%-13.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $321 | $1,827-82.5% | $3,268-90.2% | $2,381-86.5% |
| Participant deferral / active EE | $1,414 | $2,545-44.4% | $4,080-65.3% | $3,470-59.2% |
| Admin fee / account holder | $2,691 | $3,959-32.0% | $6,913-61.1% | $4,888-44.9% |