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 | $21,107 | $59,805-64.7% | $79,550-73.5% | $68,494-69.2% |
| Participation rate | 47.8% | 61.1%-13.2pp | 69.5%-21.7pp | 67.9%-20.1pp |
| Annual return | -17.71% | -12.30%-5.4pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $495 | $1,505-67.1% | $2,413-79.5% | $2,596-80.9% |
| Participant deferral / active EE | $1,128 | $3,024-62.7% | $3,985-71.7% | $4,027-72.0% |
| Admin fee / account holder | $1,089 | $4,835-77.5% | $6,832-84.1% | $5,403-79.8% |