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 8-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 | $28,039 | $82,664-66.1% | $125,339-77.6% | $68,494-59.1% |
| Participation rate | 16.7% | 75.0%-58.4pp | 82.4%-65.7pp | 67.9%-51.2pp |
| Annual return | -14.33% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $858 | $3,381-74.6% | $4,814-82.2% | $2,596-66.9% |
| Participant deferral / active EE | $1,220 | $6,110-80.0% | $7,446-83.6% | $4,027-69.7% |
| Admin fee / account holder | $2,941 | $6,275-53.1% | $10,010-70.6% | $5,403-45.6% |