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 | $95,602 | $83,902+13.9% | $167,512-42.9% | $84,808+12.7% |
| Participation rate | 21.3% | 66.5%-45.2pp | 77.1%-55.7pp | 68.3%-47.0pp |
| Annual return | 14.25% | 91.55%-77.3pp | 1615.79%-1601.5pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $469 | $4,442-89.4% | $6,405-92.7% | $4,212-88.9% |
| Admin fee / account holder | $403 | $7,915-94.9% | $9,769-95.9% | $7,344-94.5% |