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 | $49,365 | $73,004-32.4% | $90,749-45.6% | $68,494-27.9% |
| Participation rate | 13.2% | 70.8%-57.6pp | 75.7%-62.5pp | 67.9%-54.7pp |
| Annual return | -17.94% | -13.81%-4.1pp | -12.16%-5.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $846 | $3,627-76.7% | $4,564-81.5% | $4,027-79.0% |
| Admin fee / account holder | $4,555 | $5,896-22.7% | $8,445-46.1% | $5,403-15.7% |