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 | $38,328 | $50,958-24.8% | $74,550-48.6% | $64,186-40.3% |
| Participation rate | 18.6% | 61.1%-42.5pp | 69.1%-50.5pp | 69.6%-51.0pp |
| Annual return | -5.39% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $235 | $1,115-78.9% | $1,961-88.0% | $2,381-90.1% |
| Participant deferral / active EE | $735 | $2,301-68.1% | $3,108-76.4% | $3,470-78.8% |
| Admin fee / account holder | $536 | $4,223-87.3% | $5,060-89.4% | $4,888-89.0% |