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 | $46,715 | $57,354-18.5% | $83,848-44.3% | $64,186-27.2% |
| Participation rate | 38.5% | 68.6%-30.1pp | 76.1%-37.7pp | 69.6%-31.1pp |
| Annual return | -0.14% | 11.38%-11.5pp | 850.88%-851.0pp | 7.63%-7.8pp |
| Employer contribution / active EE | $589 | $2,545-76.9% | $3,631-83.8% | $2,381-75.3% |
| Participant deferral / active EE | $1,195 | $2,993-60.1% | $4,082-70.7% | $3,470-65.6% |
| Admin fee / account holder | $16,446 | $4,046+306.5% | $5,478+200.2% | $4,888+236.4% |