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 | $42,545 | $57,354-25.8% | $83,848-49.3% | $64,186-33.7% |
| Participation rate | 28.3% | 68.6%-40.3pp | 76.1%-47.9pp | 69.6%-41.3pp |
| Annual return | -7.64% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,648 | $2,545-35.3% | $3,631-54.6% | $2,381-30.8% |
| Participant deferral / active EE | $1,173 | $2,993-60.8% | $4,082-71.3% | $3,470-66.2% |
| Admin fee / account holder | $805 | $4,046-80.1% | $5,478-85.3% | $4,888-83.5% |