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 | $59,341 | $117,690-49.6% | $71,735-17.3% | $134,475-55.9% |
| Participation rate | 20.0% | 68.8%-48.8pp | 62.3%-42.3pp | 81.2%-61.2pp |
| Annual return | -15.73% | 25.44%-41.2pp | 9.14%-24.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $494 | $3,759-86.8% | $2,658-81.4% | $6,400-92.3% |
| Admin fee / account holder | $728 | $6,379-88.6% | $3,974-81.7% | $11,426-93.6% |