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 | $25,560 | $50,958-49.8% | $74,550-65.7% | $64,186-60.2% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.1%-15.3pp | 69.6%-15.7pp |
| Annual return | -5.60% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $209 | $1,115-81.3% | $1,961-89.4% | $2,381-91.2% |
| Participant deferral / active EE | $966 | $2,301-58.0% | $3,108-68.9% | $3,470-72.2% |
| Admin fee / account holder | $3,306 | $4,223-21.7% | $5,060-34.7% | $4,888-32.4% |