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 | $61,194 | $77,813-21.4% | $123,544-50.5% | $64,186-4.7% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -6.37% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,594 | $5,240-69.6% | $6,426-75.2% | $3,470-54.1% |
| Admin fee / account holder | $3,648 | $5,519-33.9% | $9,284-60.7% | $4,888-25.4% |