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 | $79,488 | $54,350+46.3% | $82,719-3.9% | $68,494+16.1% |
| Participation rate | 22.2% | 63.9%-41.7pp | 72.6%-50.3pp | 67.9%-45.7pp |
| Annual return | -17.56% | -13.67%-3.9pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,854 | $2,218-16.4% | $3,009-38.4% | $2,596-28.6% |
| Participant deferral / active EE | $567 | $3,246-82.5% | $4,395-87.1% | $4,027-85.9% |
| Admin fee / account holder | $1,197 | $4,395-72.8% | $5,329-77.5% | $5,403-77.8% |