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 | $29,113 | $67,411-56.8% | $91,001-68.0% | $70,131-58.5% |
| Participation rate | 29.0% | 71.4%-42.3pp | 75.6%-46.6pp | 69.5%-40.5pp |
| Annual return | 14.21% | -40.16%+54.4pp | 4.60%+9.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $493 | $2,823-82.5% | $3,547-86.1% | $3,332-85.2% |
| Admin fee / account holder | $1,774 | $4,236-58.1% | $5,417-67.3% | $4,645-61.8% |