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 | $55,862 | $104,486-46.5% | $76,817-27.3% | $152,861-63.5% |
| Participation rate | 36.8% | 76.6%-39.8pp | 72.1%-35.2pp | 82.4%-45.6pp |
| Annual return | 17.31% | 1013.37%-996.1pp | 1166.11%-1148.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $380 | $3,116-87.8% | $2,302-83.5% | $4,762-92.0% |
| Participant deferral / active EE | $422 | $4,236-90.0% | $3,336-87.3% | $5,850-92.8% |
| Admin fee / account holder | $935 | $12,275-92.4% | $6,420-85.4% | $11,596-91.9% |