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 | $24,215 | $167,307-85.5% | $143,757-83.2% | $134,475-82.0% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -18.80% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,344 | $5,619-76.1% | $4,951-72.9% | $4,740-71.6% |
| Participant deferral / active EE | $1,822 | $6,446-71.7% | $5,637-67.7% | $6,400-71.5% |
| Admin fee / account holder | $1,273 | $18,088-93.0% | $14,673-91.3% | $11,426-88.9% |