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 | $71,232 | $43,723+62.9% | $121,196-41.2% | $64,186+11.0% |
| Participation rate | 35.2% | 58.3%-23.1pp | 71.7%-36.5pp | 69.6%-34.4pp |
| Annual return | -6.70% | 68.91%-75.6pp | 16.93%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $373 | $1,296-71.2% | $4,022-90.7% | $2,381-84.3% |
| Participant deferral / active EE | $563 | $2,280-75.3% | $3,344-83.2% | $3,470-83.8% |
| Admin fee / account holder | $2,769 | $3,501-20.9% | $5,019-44.8% | $4,888-43.4% |