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 | $46,993 | $62,586-24.9% | $76,768-38.8% | $64,186-26.8% |
| Participation rate | 33.3% | 72.8%-39.5pp | 77.0%-43.6pp | 69.6%-36.2pp |
| Annual return | -7.26% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,007 | $1,832-45.1% | $2,485-59.5% | $2,381-57.7% |
| Participant deferral / active EE | $1,129 | $3,145-64.1% | $3,852-70.7% | $3,470-67.5% |
| Admin fee / account holder | $1,451 | $4,667-68.9% | $6,675-78.3% | $4,888-70.3% |