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 3-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 | $49,787 | $59,805-16.8% | $79,550-37.4% | $68,494-27.3% |
| Participation rate | 52.7% | 61.1%-8.3pp | 69.5%-16.7pp | 67.9%-15.1pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $689 | $1,505-54.2% | $2,413-71.5% | $2,596-73.5% |
| Participant deferral / active EE | $980 | $3,024-67.6% | $3,985-75.4% | $4,027-75.7% |
| Admin fee / account holder | $3,510 | $4,835-27.4% | $6,832-48.6% | $5,403-35.0% |