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 | $48,699 | $53,162-8.4% | $91,220-46.6% | $68,494-28.9% |
| Participation rate | 35.3% | 63.2%-27.9pp | 73.2%-37.9pp | 67.9%-32.6pp |
| Annual return | -18.12% | -3.14%-15.0pp | 114.01%-132.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $723 | $1,709-57.7% | $2,850-74.6% | $2,596-72.2% |
| Participant deferral / active EE | $975 | $2,974-67.2% | $4,234-77.0% | $4,027-75.8% |
| Admin fee / account holder | $2,106 | $4,493-53.1% | $5,420-61.1% | $5,403-61.0% |