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 | $43,652 | $73,867-40.9% | $143,757-69.6% | $68,494-36.3% |
| Participation rate | 27.9% | 66.7%-38.8pp | 80.3%-52.4pp | 67.9%-40.0pp |
| Annual return | -16.63% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $550 | $3,184-82.7% | $4,951-88.9% | $2,596-78.8% |
| Participant deferral / active EE | $905 | $3,384-73.3% | $5,637-83.9% | $4,027-77.5% |
| Admin fee / account holder | $1,411 | $5,755-75.5% | $14,673-90.4% | $5,403-73.9% |