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 | $19,258 | $54,350-64.6% | $82,719-76.7% | $68,494-71.9% |
| Participation rate | 30.3% | 63.9%-33.6pp | 72.6%-42.2pp | 67.9%-37.6pp |
| Annual return | -15.91% | -13.67%-2.2pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $696 | $2,218-68.6% | $3,009-76.9% | $2,596-73.2% |
| Participant deferral / active EE | $671 | $3,246-79.3% | $4,395-84.7% | $4,027-83.3% |
| Admin fee / account holder | $518 | $4,395-88.2% | $5,329-90.3% | $5,403-90.4% |