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 | $80,058 | $64,707+23.7% | $112,228-28.7% | $68,494+16.9% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -18.24% | -11.40%-6.8pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $643 | $2,746-76.6% | $3,635-82.3% | $2,596-75.2% |
| Participant deferral / active EE | $2,573 | $3,565-27.8% | $4,728-45.6% | $4,027-36.1% |
| Admin fee / account holder | $2,721 | $5,232-48.0% | $6,410-57.6% | $5,403-49.6% |