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 | $26,946 | $71,883-62.5% | $86,677-68.9% | $68,494-60.7% |
| Participation rate | 62.0% | 72.2%-10.3pp | 76.6%-14.6pp | 67.9%-5.9pp |
| Annual return | -15.39% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,192 | $2,173-45.1% | $2,836-58.0% | $2,596-54.1% |
| Participant deferral / active EE | $1,559 | $3,779-58.8% | $4,656-66.5% | $4,027-61.3% |
| Admin fee / account holder | $990 | $6,112-83.8% | $7,493-86.8% | $5,403-81.7% |