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 | $23,395 | $133,958-82.5% | $112,228-79.2% | $134,475-82.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -13.91% | 47.11%-61.0pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $837 | $4,038-79.3% | $3,635-77.0% | $4,740-82.3% |
| Participant deferral / active EE | $508 | $5,291-90.4% | $4,728-89.2% | $6,400-92.1% |
| Admin fee / account holder | $2,169 | $7,489-71.0% | $6,410-66.2% | $11,426-81.0% |