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 | $68,748 | $127,386-46.0% | $115,037-40.2% | $125,391-45.2% |
| Participation rate | 27.8% | 84.2%-56.4pp | 81.4%-53.6pp | 83.2%-55.4pp |
| Annual return | -2.16% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $816 | $5,166-84.2% | $4,608-82.3% | $4,866-83.2% |
| Participant deferral / active EE | $5,378 | $6,423-16.3% | $6,026-10.8% | $5,352+0.5% |
| Admin fee / account holder | $5,091 | $9,516-46.5% | $8,175-37.7% | $9,540-46.6% |