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 | $12,606 | $48,265-73.9% | $68,791-81.7% | $68,494-81.6% |
| Participation rate | 32.6% | 60.7%-28.0pp | 69.0%-36.4pp | 67.9%-35.3pp |
| Annual return | -17.70% | -12.71%-5.0pp | -6.38%-11.3pp | -7.84%-9.9pp |
| Employer contribution / active EE | $375 | $1,829-79.5% | $2,655-85.9% | $2,596-85.5% |
| Participant deferral / active EE | $844 | $2,867-70.6% | $3,941-78.6% | $4,027-79.0% |
| Admin fee / account holder | $588 | $4,355-86.5% | $4,932-88.1% | $5,403-89.1% |