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 | $61,967 | $59,107+4.8% | $86,436-28.3% | $68,494-9.5% |
| Participation rate | 43.5% | 75.2%-31.8pp | 80.3%-36.8pp | 67.9%-24.4pp |
| Annual return | -14.27% | -0.23%-14.0pp | 4394.89%-4409.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,383 | $2,519-45.1% | $3,769-63.3% | $2,596-46.7% |
| Participant deferral / active EE | $2,598 | $5,901-56.0% | $6,952-62.6% | $4,027-35.5% |
| Admin fee / account holder | $5,329 | $5,637-5.5% | $6,731-20.8% | $5,403-1.4% |