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 | $42,889 | $71,883-40.3% | $86,677-50.5% | $68,494-37.4% |
| Participation rate | 41.7% | 72.2%-30.6pp | 76.6%-34.9pp | 67.9%-26.2pp |
| Annual return | -17.89% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $659 | $2,173-69.7% | $2,836-76.8% | $2,596-74.6% |
| Participant deferral / active EE | $1,604 | $3,779-57.5% | $4,656-65.5% | $4,027-60.2% |
| Admin fee / account holder | $1,075 | $6,112-82.4% | $7,493-85.7% | $5,403-80.1% |