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 9-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 | $42,743 | $56,357-24.2% | $104,294-59.0% | $68,494-37.6% |
| Participation rate | 20.7% | 63.3%-42.6pp | 73.3%-52.6pp | 67.9%-47.2pp |
| Annual return | -16.57% | -9.19%-7.4pp | 24.61%-41.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $790 | $3,077-74.3% | $4,625-82.9% | $4,027-80.4% |
| Admin fee / account holder | $3,923 | $4,903-20.0% | $7,339-46.6% | $5,403-27.4% |