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 | $46,009 | $85,790-46.4% | $67,313-31.6% | $135,375-66.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -9.24% | -0.54%-8.7pp | -4.08%-5.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $748 | $3,487-78.6% | $2,566-70.9% | $4,779-84.4% |
| Participant deferral / active EE | $841 | $4,651-81.9% | $3,568-76.4% | $5,609-85.0% |
| Admin fee / account holder | $607 | $6,392-90.5% | $4,507-86.5% | $10,827-94.4% |