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 4-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 | $35,705 | $73,004-51.1% | $90,749-60.7% | $68,494-47.9% |
| Participation rate | 44.4% | 70.8%-26.4pp | 75.7%-31.2pp | 67.9%-23.4pp |
| Annual return | 0.76% | -13.81%+14.6pp | -12.16%+12.9pp | -7.84%+8.6pp |
| Employer contribution / active EE | $977 | $2,193-55.4% | $2,921-66.5% | $2,596-62.4% |
| Participant deferral / active EE | $1,440 | $3,627-60.3% | $4,564-68.4% | $4,027-64.2% |
| Admin fee / account holder | $2,953 | $5,896-49.9% | $8,445-65.0% | $5,403-45.3% |