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 | $26,257 | $64,707-59.4% | $112,228-76.6% | $68,494-61.7% |
| Participation rate | 35.5% | 67.2%-31.7pp | 75.1%-39.6pp | 67.9%-32.4pp |
| Annual return | -11.75% | -11.40%-0.4pp | 27.45%-39.2pp | -7.84%-3.9pp |
| Employer contribution / active EE | $781 | $2,746-71.5% | $3,635-78.5% | $2,596-69.9% |
| Participant deferral / active EE | $858 | $3,565-75.9% | $4,728-81.9% | $4,027-78.7% |
| Admin fee / account holder | $474 | $5,232-90.9% | $6,410-92.6% | $5,403-91.2% |