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 5-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.
Participant 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 | $33,459 | $82,664-59.5% | $125,339-73.3% | $68,494-51.2% |
| Participation rate | 58.6% | 75.0%-16.4pp | 82.4%-23.7pp | 67.9%-9.3pp |
| Annual return | 302.15% | -5.97%+308.1pp | 572.05%-269.9pp | -7.84%+310.0pp |
| Employer contribution / active EE | $14,538 | $3,381+330.0% | $4,814+202.0% | $2,596+460.0% |
| Participant deferral / active EE | $2,473 | $6,110-59.5% | $7,446-66.8% | $4,027-38.6% |
| Admin fee / account holder | $1,761 | $6,275-71.9% | $10,010-82.4% | $5,403-67.4% |