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 | $88,030 | $81,900+7.5% | $119,609-26.4% | $68,494+28.5% |
| Participation rate | 47.9% | 71.9%-24.0pp | 79.3%-31.4pp | 67.9%-20.0pp |
| Annual return | -12.26% | -23.82%+11.6pp | -14.97%+2.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $361 | $2,693-86.6% | $4,232-91.5% | $2,596-86.1% |
| Participant deferral / active EE | $1,968 | $4,148-52.5% | $5,602-64.9% | $4,027-51.1% |
| Admin fee / account holder | $938 | $6,582-85.8% | $10,323-90.9% | $5,403-82.6% |