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 | $77,725 | $56,357+37.9% | $104,294-25.5% | $68,494+13.5% |
| Participation rate | 52.9% | 63.3%-10.3pp | 73.3%-20.3pp | 67.9%-14.9pp |
| Annual return | -16.26% | -9.19%-7.1pp | 24.61%-40.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $290 | $1,960-85.2% | $3,372-91.4% | $2,596-88.8% |
| Participant deferral / active EE | $1,375 | $3,077-55.3% | $4,625-70.3% | $4,027-65.9% |
| Admin fee / account holder | $14,255 | $4,903+190.8% | $7,339+94.2% | $5,403+163.8% |