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 | $26,441 | $73,102-63.8% | $123,544-78.6% | $56,287-53.0% |
| Participation rate | 57.3% | 74.3%-17.0pp | 82.3%-25.0pp | 69.9%-12.6pp |
| Annual return | -3.46% | 3.01%-6.5pp | 119.20%-122.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $833 | $2,977-72.0% | $4,628-82.0% | $2,111-60.5% |
| Participant deferral / active EE | $2,396 | $5,423-55.8% | $6,426-62.7% | $3,350-28.5% |
| Admin fee / account holder | $2,392 | $554+331.9% | $9,284-74.2% | $521+359.1% |