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 | $28,973 | $65,061-55.5% | $143,757-79.8% | $66,914-56.7% |
| Participation rate | 22.4% | 65.2%-42.8pp | 80.3%-57.9pp | 69.8%-47.4pp |
| Annual return | -17.86% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $473 | $2,361-80.0% | $4,951-90.5% | $2,544-81.4% |
| Participant deferral / active EE | $901 | $2,919-69.1% | $5,637-84.0% | $4,237-78.7% |
| Admin fee / account holder | $9,154 | $502+1723.7% | $14,673-37.6% | $593+1443.0% |