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 5-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 | $102,511 | $127,386-19.5% | $115,037-10.9% | $125,391-18.2% |
| Participation rate | 8.3% | 84.2%-75.8pp | 81.4%-73.0pp | 83.2%-74.9pp |
| Annual return | 1333.60% | 31.28%+1302.3pp | 26.14%+1307.5pp | 282.22%+1051.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $612 | $6,423-90.5% | $6,026-89.8% | $5,352-88.6% |
| Admin fee / account holder | $3,314 | $9,516-65.2% | $8,175-59.5% | $9,540-65.3% |