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 | $33,515 | $65,409-48.8% | $98,442-66.0% | $85,850-61.0% |
| Participation rate | 31.4% | 65.0%-33.6pp | 73.3%-42.0pp | 69.3%-37.9pp |
| Annual return | 33.35% | 21.76%+11.6pp | 1492.73%-1459.4pp | 318.53%-285.2pp |
| Employer contribution / active EE | $1,042 | $2,168-51.9% | $2,960-64.8% | $2,565-59.4% |
| Participant deferral / active EE | $596 | $3,166-81.2% | $4,276-86.1% | $3,952-84.9% |
| Admin fee / account holder | $327 | $4,593-92.9% | $5,949-94.5% | $6,260-94.8% |