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 | $81,642 | $48,265+69.2% | $68,791+18.7% | $68,494+19.2% |
| Participation rate | 18.4% | 60.7%-42.3pp | 69.0%-50.6pp | 67.9%-49.5pp |
| Annual return | 5.27% | -12.71%+18.0pp | -6.38%+11.6pp | -7.84%+13.1pp |
| Employer contribution / active EE | $417 | $1,829-77.2% | $2,655-84.3% | $2,596-83.9% |
| Participant deferral / active EE | $898 | $2,867-68.7% | $3,941-77.2% | $4,027-77.7% |
| Admin fee / account holder | $770 | $4,355-82.3% | $4,932-84.4% | $5,403-85.7% |