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 | $31,565 | $140,588-77.5% | $123,104-74.4% | $125,391-74.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -2.92% | 16.80%-19.7pp | 13.22%-16.1pp | 282.22%-285.1pp |
| Employer contribution / active EE | $5,715 | $6,041-5.4% | $5,151+10.9% | $4,866+17.4% |
| Participant deferral / active EE | $1,395 | $6,980-80.0% | $6,230-77.6% | $5,352-73.9% |
| Admin fee / account holder | $3,956 | $11,198-64.7% | $9,015-56.1% | $9,540-58.5% |