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 | $41,487 | $67,411-38.5% | $91,001-54.4% | $70,131-40.8% |
| Participation rate | 45.7% | 71.4%-25.7pp | 75.6%-29.9pp | 69.5%-23.9pp |
| Annual return | 18.19% | -40.16%+58.4pp | 4.60%+13.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $571 | $1,786-68.1% | $2,456-76.8% | $2,342-75.6% |
| Participant deferral / active EE | $1,159 | $2,823-59.0% | $3,547-67.3% | $3,332-65.2% |
| Admin fee / account holder | $833 | $4,236-80.3% | $5,417-84.6% | $4,645-82.1% |