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 8-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 | $30,137 | $89,248-66.2% | $136,007-77.8% | $74,495-59.5% |
| Participation rate | 24.5% | 69.4%-44.9pp | 76.5%-52.0pp | 67.2%-42.7pp |
| Annual return | 67.89% | 22.76%+45.1pp | 579.32%-511.4pp | 1364.94%-1297.1pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,217-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,622 | $4,598-64.7% | $7,025-76.9% | $4,346-62.7% |
| Admin fee / account holder | $7,619 | $1,545+393.0% | $6,858+11.1% | $1,942+292.4% |