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 | $66,620 | $61,660+8.0% | $80,019-16.7% | $64,186+3.8% |
| Participation rate | 36.0% | 71.7%-35.7pp | 75.8%-39.8pp | 69.6%-33.6pp |
| Annual return | -6.91% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $253 | $1,810-86.0% | $2,468-89.7% | $2,381-89.4% |
| Participant deferral / active EE | $1,900 | $2,968-36.0% | $3,686-48.5% | $3,470-45.2% |
| Admin fee / account holder | $9,299 | $5,417+71.7% | $6,521+42.6% | $4,888+90.2% |