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 | $45,360 | $61,660-26.4% | $80,019-43.3% | $64,186-29.3% |
| Participation rate | 51.4% | 71.7%-20.3pp | 75.8%-24.4pp | 69.6%-18.1pp |
| Annual return | -7.52% | -0.33%-7.2pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,286 | $2,968-56.7% | $3,686-65.1% | $3,470-62.9% |
| Admin fee / account holder | $303 | $5,417-94.4% | $6,521-95.4% | $4,888-93.8% |