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 | $126,918 | $81,900+55.0% | $119,609+6.1% | $68,494+85.3% |
| Participation rate | 42.4% | 71.9%-29.5pp | 79.3%-36.8pp | 67.9%-25.5pp |
| Annual return | -17.89% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,963 | $4,148-28.6% | $5,602-47.1% | $4,027-26.4% |
| Admin fee / account holder | $1,224 | $6,582-81.4% | $10,323-88.1% | $5,403-77.4% |