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 | $134,788 | $71,480+88.6% | $90,782+48.5% | $64,186+110.0% |
| Participation rate | 34.5% | 77.6%-43.1pp | 82.7%-48.2pp | 69.6%-35.1pp |
| Annual return | -7.70% | -4.25%-3.5pp | -3.42%-4.3pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,881 | $4,302-56.3% | $5,366-64.9% | $3,470-45.8% |
| Admin fee / account holder | $519 | $6,309-91.8% | $5,908-91.2% | $4,888-89.4% |