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 | $16,565 | $75,828-78.2% | $147,614-88.8% | $59,632-72.2% |
| Participation rate | 37.5% | 71.6%-34.1pp | 84.6%-47.1pp | 68.7%-31.2pp |
| Annual return | -1.87% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $238 | $3,485-93.2% | $5,564-95.7% | $2,203-89.2% |
| Participant deferral / active EE | $941 | $3,130-70.0% | $4,895-80.8% | $3,192-70.5% |
| Admin fee / account holder | $749 | $5,985-87.5% | $11,611-93.6% | $4,297-82.6% |