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 | $21,618 | $65,061-66.8% | $143,757-85.0% | $66,914-67.7% |
| Participation rate | 38.5% | 65.2%-26.7pp | 80.3%-41.8pp | 69.8%-31.3pp |
| Annual return | -14.59% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $687 | $2,361-70.9% | $4,951-86.1% | $2,544-73.0% |
| Participant deferral / active EE | $404 | $2,919-86.2% | $5,637-92.8% | $4,237-90.5% |
| Admin fee / account holder | $8,562 | $502+1605.8% | $14,673-41.6% | $593+1343.2% |