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 | $44,241 | $82,664-46.5% | $125,339-64.7% | $68,494-35.4% |
| Participation rate | 60.6% | 75.0%-14.4pp | 82.4%-21.8pp | 67.9%-7.3pp |
| Annual return | -14.96% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $767 | $3,381-77.3% | $4,814-84.1% | $2,596-70.4% |
| Participant deferral / active EE | $1,669 | $6,110-72.7% | $7,446-77.6% | $4,027-58.5% |
| Admin fee / account holder | $1,050 | $6,275-83.3% | $10,010-89.5% | $5,403-80.6% |