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 | $37,566 | $64,119-41.4% | $112,228-66.5% | $66,914-43.9% |
| Participation rate | 1.8% | 68.5%-66.6pp | 75.1%-73.2pp | 69.8%-68.0pp |
| Annual return | -17.24% | -13.81%-3.4pp | 27.45%-44.7pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $42 | $3,693-98.9% | $4,728-99.1% | $4,237-99.0% |
| Admin fee / account holder | $553 | $625-11.6% | $6,410-91.4% | $593-6.8% |