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 | $28,117 | $91,538-69.3% | $129,995-78.4% | $75,163-62.6% |
| Participation rate | 51.7% | 71.4%-19.7pp | 78.5%-26.8pp | 67.2%-15.5pp |
| Annual return | 17.19% | -631.11%+648.3pp | -137.18%+154.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $983 | $2,845-65.4% | $4,320-77.2% | $2,670-63.2% |
| Participant deferral / active EE | $1,447 | $4,341-66.7% | $5,820-75.1% | $4,125-64.9% |
| Admin fee / account holder | $928 | $6,790-86.3% | $10,614-91.3% | $5,651-83.6% |