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 | $23,199 | $73,102-68.3% | $123,544-81.2% | $56,287-58.8% |
| Participation rate | 35.7% | 74.3%-38.6pp | 82.3%-46.6pp | 69.9%-34.1pp |
| Annual return | -5.14% | 3.01%-8.2pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $714 | $2,977-76.0% | $4,628-84.6% | $2,111-66.2% |
| Participant deferral / active EE | $1,266 | $5,423-76.6% | $6,426-80.3% | $3,350-62.2% |
| Admin fee / account holder | $2,999 | $554+441.6% | $9,284-67.7% | $521+475.6% |