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 3-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 | $80,174 | $57,281+40.0% | $86,612-7.4% | $75,163+6.7% |
| Participation rate | 8.7% | 63.2%-54.5pp | 71.7%-63.0pp | 67.2%-58.5pp |
| Annual return | 14.16% | 2670.75%-2656.6pp | 591.07%-576.9pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $417 | $3,318-87.4% | $4,438-90.6% | $4,125-89.9% |
| Admin fee / account holder | $899 | $4,112-78.1% | $5,614-84.0% | $5,651-84.1% |