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 | $63,537 | $53,596+18.5% | $90,645-29.9% | $64,186-1.0% |
| Participation rate | 43.9% | 64.5%-20.7pp | 74.0%-30.2pp | 69.6%-25.7pp |
| Annual return | -5.16% | 4.41%-9.6pp | 1.88%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $388 | $1,503-74.2% | $2,532-84.7% | $2,381-83.7% |
| Participant deferral / active EE | $844 | $2,459-65.7% | $3,425-75.3% | $3,470-75.7% |
| Admin fee / account holder | $2,411 | $3,868-37.7% | $4,994-51.7% | $4,888-50.7% |