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.
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 | $14,528 | $104,486-86.1% | $76,817-81.1% | $152,861-90.5% |
| Participation rate | 43.5% | 76.6%-33.1pp | 72.1%-28.6pp | 82.4%-39.0pp |
| Annual return | 19.96% | 1013.37%-993.4pp | 1166.11%-1146.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $740 | $4,236-82.5% | $3,336-77.8% | $5,850-87.3% |
| Admin fee / account holder | $584 | $12,275-95.2% | $6,420-90.9% | $11,596-95.0% |