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 | $33,906 | $65,435-48.2% | $86,677-60.9% | $66,914-49.3% |
| Participation rate | 45.5% | 75.5%-29.9pp | 76.6%-31.0pp | 69.8%-24.3pp |
| Annual return | -12.67% | -10.89%-1.8pp | 35.91%-48.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,257 | $2,153-41.6% | $2,836-55.7% | $2,544-50.6% |
| Participant deferral / active EE | $2,061 | $4,100-49.7% | $4,656-55.7% | $4,237-51.3% |
| Admin fee / account holder | $2,966 | $642+362.4% | $7,493-60.4% | $593+400.0% |