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 8-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 | $35,546 | $59,107-39.9% | $86,436-58.9% | $68,494-48.1% |
| Participation rate | 61.9% | 75.2%-13.3pp | 80.3%-18.4pp | 67.9%-6.0pp |
| Annual return | -16.08% | -0.23%-15.9pp | 4394.89%-4411.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $391 | $2,519-84.5% | $3,769-89.6% | $2,596-85.0% |
| Participant deferral / active EE | $2,127 | $5,901-64.0% | $6,952-69.4% | $4,027-47.2% |
| Admin fee / account holder | $2,086 | $5,637-63.0% | $6,731-69.0% | $5,403-61.4% |