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 | $26,291 | $43,723-39.9% | $121,196-78.3% | $64,186-59.0% |
| Participation rate | 37.9% | 58.3%-20.4pp | 71.7%-33.8pp | 69.6%-31.6pp |
| Annual return | -7.47% | 68.91%-76.4pp | 16.93%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,132 | $2,280-50.3% | $3,344-66.2% | $3,470-67.4% |
| Admin fee / account holder | $4,230 | $3,501+20.8% | $5,019-15.7% | $4,888-13.5% |