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 | $17,829 | $48,576-63.3% | $169,463-89.5% | $56,287-68.3% |
| Participation rate | 18.5% | 65.8%-47.4pp | 77.8%-59.3pp | 69.9%-51.4pp |
| Annual return | 1.73% | -2.51%+4.2pp | 1.83%-0.1pp | -9.96%+11.7pp |
| Employer contribution / active EE | $473 | $1,559-69.7% | $4,159-88.6% | $2,111-77.6% |
| Participant deferral / active EE | $724 | $3,275-77.9% | $5,277-86.3% | $3,350-78.4% |
| Admin fee / account holder | $1,396 | $435+220.9% | $9,109-84.7% | $521+168.0% |