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.
Employer 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 | $55,033 | $32,117+71.4% | $71,086-22.6% | $64,186-14.3% |
| Participation rate | 24.1% | 42.7%-18.6pp | 54.7%-30.6pp | 69.6%-45.5pp |
| Annual return | -6.35% | -5.57%-0.8pp | 650.59%-656.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $87 | $712-87.8% | $1,088-92.0% | $2,381-96.3% |
| Participant deferral / active EE | $641 | $1,263-49.3% | $1,874-65.8% | $3,470-81.5% |
| Admin fee / account holder | $4,080 | $2,759+47.9% | $3,082+32.4% | $4,888-16.5% |