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 | $20,273 | $76,000-73.3% | $154,107-86.8% | $64,186-68.4% |
| Participation rate | 59.4% | 70.4%-11.0pp | 83.0%-23.7pp | 69.6%-10.2pp |
| Annual return | -6.17% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $672 | $3,351-80.0% | $5,298-87.3% | $2,381-71.8% |
| Participant deferral / active EE | $867 | $3,175-72.7% | $5,081-82.9% | $3,470-75.0% |
| Admin fee / account holder | $1,877 | $5,596-66.5% | $13,411-86.0% | $4,888-61.6% |