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 | $35,448 | $64,707-45.2% | $112,228-68.4% | $68,494-48.2% |
| Participation rate | 45.3% | 67.2%-21.9pp | 75.1%-29.8pp | 67.9%-22.6pp |
| Annual return | 4.10% | -11.40%+15.5pp | 27.45%-23.4pp | -7.84%+11.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $917 | $3,565-74.3% | $4,728-80.6% | $4,027-77.2% |
| Admin fee / account holder | $2,505 | $5,232-52.1% | $6,410-60.9% | $5,403-53.6% |