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 | $102,316 | $59,805+71.1% | $79,550+28.6% | $68,494+49.4% |
| Participation rate | 62.1% | 61.1%+1.0pp | 69.5%-7.4pp | 67.9%-5.8pp |
| Annual return | -11.59% | -12.30%+0.7pp | 0.16%-11.8pp | -7.84%-3.7pp |
| Employer contribution / active EE | $847 | $1,505-43.7% | $2,413-64.9% | $2,596-67.4% |
| Participant deferral / active EE | $898 | $3,024-70.3% | $3,985-77.5% | $4,027-77.7% |
| Admin fee / account holder | $4,369 | $4,835-9.6% | $6,832-36.0% | $5,403-19.1% |