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 | $68,728 | $82,664-16.9% | $125,339-45.2% | $68,494+0.3% |
| Participation rate | 31.4% | 75.0%-43.6pp | 82.4%-50.9pp | 67.9%-36.5pp |
| Annual return | -13.80% | -5.97%-7.8pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,043 | $3,381-69.2% | $4,814-78.3% | $2,596-59.8% |
| Participant deferral / active EE | $1,750 | $6,110-71.4% | $7,446-76.5% | $4,027-56.5% |
| Admin fee / account holder | $4,858 | $6,275-22.6% | $10,010-51.5% | $5,403-10.1% |