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 | $98,149 | $77,813+26.1% | $123,544-20.6% | $64,186+52.9% |
| Participation rate | 29.4% | 74.7%-45.3pp | 82.3%-52.9pp | 69.6%-40.2pp |
| Annual return | -6.02% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,605 | $5,240-69.4% | $6,426-75.0% | $3,470-53.7% |
| Admin fee / account holder | $1,814 | $5,519-67.1% | $9,284-80.5% | $4,888-62.9% |