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 | $32,231 | $167,307-80.7% | $143,757-77.6% | $134,475-76.0% |
| Participation rate | 46.7% | 84.8%-38.1pp | 80.3%-33.6pp | 81.2%-34.6pp |
| Annual return | -18.79% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,460 | $5,619-74.0% | $4,951-70.5% | $4,740-69.2% |
| Participant deferral / active EE | $1,945 | $6,446-69.8% | $5,637-65.5% | $6,400-69.6% |
| Admin fee / account holder | $2,257 | $18,088-87.5% | $14,673-84.6% | $11,426-80.2% |