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 | $36,678 | $61,660-40.5% | $80,019-54.2% | $64,186-42.9% |
| Participation rate | 58.1% | 71.7%-13.6pp | 75.8%-17.7pp | 69.6%-11.4pp |
| Annual return | -1.46% | -0.33%-1.1pp | 11.22%-12.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $864 | $1,810-52.3% | $2,468-65.0% | $2,381-63.7% |
| Participant deferral / active EE | $1,201 | $2,968-59.5% | $3,686-67.4% | $3,470-65.4% |
| Admin fee / account holder | $2,823 | $5,417-47.9% | $6,521-56.7% | $4,888-42.3% |