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 | $63,169 | $77,813-18.8% | $123,544-48.9% | $64,186-1.6% |
| Participation rate | 28.9% | 74.7%-45.8pp | 82.3%-53.4pp | 69.6%-40.7pp |
| Annual return | 0.55% | 12.48%-11.9pp | 119.20%-118.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,426 | $3,014-52.7% | $4,628-69.2% | $2,381-40.1% |
| Participant deferral / active EE | $1,965 | $5,240-62.5% | $6,426-69.4% | $3,470-43.4% |
| Admin fee / account holder | $2,894 | $5,519-47.6% | $9,284-68.8% | $4,888-40.8% |