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 | $33,657 | $49,173-31.6% | $121,098-72.2% | $75,163-55.2% |
| Participation rate | 26.4% | 55.4%-29.0pp | 69.5%-43.1pp | 67.2%-40.8pp |
| Annual return | 15.57% | 55.99%-40.4pp | 985.75%-970.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $483 | $1,546-68.8% | $4,164-88.4% | $2,670-81.9% |
| Participant deferral / active EE | $345 | $2,628-86.9% | $4,080-91.6% | $4,125-91.6% |
| Admin fee / account holder | $3,503 | $3,942-11.1% | $5,644-37.9% | $5,651-38.0% |