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.
Employer 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 | $93,253 | $239,571-61.1% | $183,328-49.1% | $137,256-32.1% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 80.0%-20.0pp |
| Annual return | 15.70% | 35.69%-20.0pp | 29.67%-14.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,371 | $6,148-77.7% | $5,055-72.9% | $4,156-67.0% |
| Participant deferral / active EE | $3,215 | $7,995-59.8% | $6,795-52.7% | $6,407-49.8% |
| Admin fee / account holder | $2,195 | $30,059-92.7% | $21,427-89.8% | $12,270-82.1% |