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 | $55,643 | $59,805-7.0% | $79,550-30.1% | $68,494-18.8% |
| Participation rate | 36.3% | 61.1%-24.8pp | 69.5%-33.2pp | 67.9%-31.6pp |
| Annual return | -9.38% | -12.30%+2.9pp | 0.16%-9.5pp | -7.84%-1.5pp |
| Employer contribution / active EE | $441 | $1,505-70.7% | $2,413-81.7% | $2,596-83.0% |
| Participant deferral / active EE | $621 | $3,024-79.5% | $3,985-84.4% | $4,027-84.6% |
| Admin fee / account holder | $14,337 | $4,835+196.5% | $6,832+109.8% | $5,403+165.4% |