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 | $66,275 | $54,350+21.9% | $82,719-19.9% | $68,494-3.2% |
| Participation rate | 32.0% | 63.9%-31.9pp | 72.6%-40.6pp | 67.9%-35.9pp |
| Annual return | -18.78% | -13.67%-5.1pp | 701.18%-720.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $714 | $2,218-67.8% | $3,009-76.3% | $2,596-72.5% |
| Participant deferral / active EE | $852 | $3,246-73.7% | $4,395-80.6% | $4,027-78.8% |
| Admin fee / account holder | $1,214 | $4,395-72.4% | $5,329-77.2% | $5,403-77.5% |