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 | $41,645 | $82,664-49.6% | $125,339-66.8% | $68,494-39.2% |
| Participation rate | 35.7% | 75.0%-39.3pp | 82.4%-46.7pp | 67.9%-32.2pp |
| Annual return | -12.93% | -5.97%-7.0pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $923 | $3,381-72.7% | $4,814-80.8% | $2,596-64.4% |
| Participant deferral / active EE | $1,998 | $6,110-67.3% | $7,446-73.2% | $4,027-50.4% |
| Admin fee / account holder | $8,531 | $6,275+35.9% | $10,010-14.8% | $5,403+57.9% |