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 | $30,417 | $69,763-56.4% | $67,502-54.9% | $74,495-59.2% |
| Participation rate | 33.6% | 71.4%-37.7pp | 72.9%-39.2pp | 67.2%-33.6pp |
| Annual return | 13.47% | -40.34%+53.8pp | 3512.12%-3498.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $325 | $2,704-88.0% | $2,731-88.1% | $2,623-87.6% |
| Participant deferral / active EE | $1,412 | $3,636-61.2% | $4,000-64.7% | $4,346-67.5% |
| Admin fee / account holder | $1,627 | $896+81.6% | $3,998-59.3% | $1,942-16.2% |