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 | $68,966 | $81,625-15.5% | $58,482+17.9% | $139,434-50.5% |
| Participation rate | 42.9% | 61.3%-18.5pp | 50.9%-8.0pp | 80.3%-37.5pp |
| Annual return | 15.12% | 7404.20%-7389.1pp | 4239.32%-4224.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $67 | $1,398-95.2% | $1,053-93.6% | $4,751-98.6% |
| Participant deferral / active EE | $67 | $2,557-97.4% | $1,924-96.5% | $6,710-99.0% |
| Admin fee / account holder | $7,874 | $3,265+141.2% | $2,516+213.0% | $11,403-30.9% |