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 | $54,061 | $59,417-9.0% | $93,606-42.2% | $74,495-27.4% |
| Participation rate | 24.1% | 59.7%-35.5pp | 68.7%-44.6pp | 67.2%-43.1pp |
| Annual return | 32.36% | 81.83%-49.5pp | 133.20%-100.8pp | 1364.94%-1332.6pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $977 | $3,050-68.0% | $4,411-77.9% | $4,346-77.5% |
| Admin fee / account holder | $15,971 | $3,021+428.6% | $8,285+92.8% | $1,942+722.5% |