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 | $37,913 | $67,411-43.8% | $91,001-58.3% | $70,131-45.9% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 13.29% | -40.16%+53.5pp | 4.60%+8.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $702 | $1,786-60.7% | $2,456-71.4% | $2,342-70.0% |
| Participant deferral / active EE | $951 | $2,823-66.3% | $3,547-73.2% | $3,332-71.5% |
| Admin fee / account holder | $966 | $4,236-77.2% | $5,417-82.2% | $4,645-79.2% |