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 | $70,555 | $73,004-3.4% | $90,749-22.3% | $68,494+3.0% |
| Participation rate | 31.0% | 70.8%-39.9pp | 75.7%-44.7pp | 67.9%-36.9pp |
| Annual return | -16.00% | -13.81%-2.2pp | -12.16%-3.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,350 | $3,627-62.8% | $4,564-70.4% | $4,027-66.5% |
| Admin fee / account holder | $1,223 | $5,896-79.2% | $8,445-85.5% | $5,403-77.4% |