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 | $29,705 | $46,674-36.4% | $117,472-74.7% | $68,494-56.6% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -15.32% | -14.52%-0.8pp | 29.74%-45.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $632 | $1,505-58.0% | $4,176-84.9% | $2,596-75.7% |
| Participant deferral / active EE | $553 | $2,636-79.0% | $4,070-86.4% | $4,027-86.3% |
| Admin fee / account holder | $940 | $4,020-76.6% | $5,645-83.3% | $5,403-82.6% |