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 | $120,405 | $142,344-15.4% | $119,609+0.7% | $134,475-10.5% |
| Participation rate | 56.3% | 82.8%-26.6pp | 79.3%-23.0pp | 81.2%-25.0pp |
| Annual return | -13.36% | -12.44%-0.9pp | -14.97%+1.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,705 | $6,469-27.3% | $5,602-16.0% | $6,400-26.5% |
| Admin fee / account holder | $17,081 | $13,584+25.7% | $10,323+65.5% | $11,426+49.5% |