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 5-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 | $38,472 | $73,004-47.3% | $90,749-57.6% | $68,494-43.8% |
| Participation rate | 63.3% | 70.8%-7.5pp | 75.7%-12.4pp | 67.9%-4.6pp |
| Annual return | -15.83% | -13.81%-2.0pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $608 | $2,193-72.3% | $2,921-79.2% | $2,596-76.6% |
| Participant deferral / active EE | $1,194 | $3,627-67.1% | $4,564-73.8% | $4,027-70.3% |
| Admin fee / account holder | $9,268 | $5,896+57.2% | $8,445+9.8% | $5,403+71.5% |