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 | $54,279 | $67,411-19.5% | $91,001-40.4% | $70,131-22.6% |
| Participation rate | 29.0% | 71.4%-42.3pp | 75.6%-46.6pp | 69.5%-40.5pp |
| Annual return | 14.71% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $454 | $1,786-74.6% | $2,456-81.5% | $2,342-80.6% |
| Participant deferral / active EE | $955 | $2,823-66.2% | $3,547-73.1% | $3,332-71.3% |
| Admin fee / account holder | $8,988 | $4,236+112.2% | $5,417+65.9% | $4,645+93.5% |