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 | $18,715 | $59,805-68.7% | $79,550-76.5% | $68,494-72.7% |
| Participation rate | 10.0% | 61.1%-51.1pp | 69.5%-59.5pp | 67.9%-57.9pp |
| Annual return | -14.78% | -12.30%-2.5pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,090 | $3,024-63.9% | $3,985-72.6% | $4,027-72.9% |
| Admin fee / account holder | $475 | $4,835-90.2% | $6,832-93.1% | $5,403-91.2% |