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 | $30,772 | $100,754-69.5% | $86,677-64.5% | $134,475-77.1% |
| Participation rate | 64.3% | 78.9%-14.6pp | 76.6%-12.3pp | 81.2%-16.9pp |
| Annual return | -18.02% | 29.04%-47.1pp | 35.91%-53.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,668 | $5,338-68.7% | $4,656-64.2% | $6,400-73.9% |
| Admin fee / account holder | $608 | $10,926-94.4% | $7,493-91.9% | $11,426-94.7% |