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.
Participant 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 | $76,360 | $82,664-7.6% | $125,339-39.1% | $68,494+11.5% |
| Participation rate | 25.6% | 75.0%-49.5pp | 82.4%-56.8pp | 67.9%-42.3pp |
| Annual return | -19.35% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $857 | $3,381-74.6% | $4,814-82.2% | $2,596-67.0% |
| Participant deferral / active EE | $1,584 | $6,110-74.1% | $7,446-78.7% | $4,027-60.7% |
| Admin fee / account holder | $14,979 | $6,275+138.7% | $10,010+49.6% | $5,403+177.2% |