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 | $30,728 | $71,883-57.3% | $86,677-64.5% | $68,494-55.1% |
| Participation rate | 49.5% | 72.2%-22.8pp | 76.6%-27.1pp | 67.9%-18.4pp |
| Annual return | -16.24% | 3.52%-19.8pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $780 | $2,173-64.1% | $2,836-72.5% | $2,596-70.0% |
| Participant deferral / active EE | $1,497 | $3,779-60.4% | $4,656-67.8% | $4,027-62.8% |
| Admin fee / account holder | $9,118 | $6,112+49.2% | $7,493+21.7% | $5,403+68.8% |