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 | $158,184 | $113,935+38.8% | $94,224+67.9% | $125,391+26.2% |
| Participation rate | 33.3% | 82.9%-49.6pp | 78.8%-45.4pp | 83.2%-49.9pp |
| Annual return | -2.97% | 5.29%-8.3pp | 10.68%-13.7pp | 282.22%-285.2pp |
| Employer contribution / active EE | $529 | $4,727-88.8% | $3,587-85.3% | $4,866-89.1% |
| Participant deferral / active EE | $2,869 | $5,179-44.6% | $4,320-33.6% | $5,352-46.4% |
| Admin fee / account holder | $4,150 | $8,391-50.5% | $6,269-33.8% | $9,540-56.5% |