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 | $68,720 | $46,674+47.2% | $117,472-41.5% | $68,494+0.3% |
| Participation rate | 32.1% | 56.8%-24.7pp | 70.6%-38.5pp | 67.9%-35.8pp |
| Annual return | -14.68% | -14.52%-0.2pp | 29.74%-44.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $449 | $1,505-70.2% | $4,176-89.3% | $2,596-82.7% |
| Participant deferral / active EE | $665 | $2,636-74.8% | $4,070-83.7% | $4,027-83.5% |
| Admin fee / account holder | $8,523 | $4,020+112.0% | $5,645+51.0% | $5,403+57.8% |