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 | $13,334 | $45,863-70.9% | $77,024-82.7% | $68,494-80.5% |
| Participation rate | 31.6% | 55.9%-24.3pp | 67.9%-36.3pp | 67.9%-36.3pp |
| Annual return | -12.18% | 1.72%-13.9pp | 42.32%-54.5pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,199 | $1,650-27.3% | $2,812-57.4% | $2,596-53.8% |
| Participant deferral / active EE | $114 | $2,962-96.1% | $4,426-97.4% | $4,027-97.2% |
| Admin fee / account holder | $4,659 | $3,041+53.2% | $5,425-14.1% | $5,403-13.8% |