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 | $69,296 | $147,167-52.9% | $111,392-37.8% | $135,375-48.8% |
| Participation rate | 53.3% | 84.0%-30.7pp | 78.9%-25.5pp | 82.6%-29.3pp |
| Annual return | -2.99% | -4.44%+1.5pp | -2.06%-0.9pp | 519.73%-522.7pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,180 | $6,565-82.0% | $5,567-78.8% | $5,609-79.0% |
| Admin fee / account holder | $2,074 | $20,270-89.8% | $12,266-83.1% | $10,827-80.8% |