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 | $37,364 | $67,411-44.6% | $91,001-58.9% | $70,131-46.7% |
| Participation rate | 68.4% | 71.4%-2.9pp | 75.6%-7.2pp | 69.5%-1.1pp |
| Annual return | 20.07% | -40.16%+60.2pp | 4.60%+15.5pp | 73.14%-53.1pp |
| Employer contribution / active EE | $142 | $1,786-92.0% | $2,456-94.2% | $2,342-93.9% |
| Participant deferral / active EE | $1,812 | $2,823-35.8% | $3,547-48.9% | $3,332-45.6% |
| Admin fee / account holder | $683 | $4,236-83.9% | $5,417-87.4% | $4,645-85.3% |