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 7-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 | $10,209 | $109,817-90.7% | $98,442-89.6% | $167,490-93.9% |
| Participation rate | 47.8% | 75.8%-28.0pp | 73.3%-25.5pp | 82.1%-34.3pp |
| Annual return | 52.29% | 1956.69%-1904.4pp | 1492.73%-1440.4pp | 478.56%-426.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $254 | $4,673-94.6% | $4,276-94.1% | $6,341-96.0% |
| Admin fee / account holder | $970 | $6,753-85.6% | $5,949-83.7% | $12,309-92.1% |