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 | $18,770 | $76,000-75.3% | $154,107-87.8% | $64,186-70.8% |
| Participation rate | 56.8% | 70.4%-13.7pp | 83.0%-26.3pp | 69.6%-12.8pp |
| Annual return | -7.10% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $309 | $3,351-90.8% | $5,298-94.2% | $2,381-87.0% |
| Participant deferral / active EE | $1,579 | $3,175-50.3% | $5,081-68.9% | $3,470-54.5% |
| Admin fee / account holder | $2,965 | $5,596-47.0% | $13,411-77.9% | $4,888-39.3% |