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 | $46,327 | $76,552-39.5% | $123,892-62.6% | $62,891-26.3% |
| Participation rate | 62.8% | 73.0%-10.2pp | 81.4%-18.6pp | 69.3%-6.5pp |
| Annual return | 7.36% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $183 | $2,883-93.7% | $4,617-96.0% | $2,281-92.0% |
| Participant deferral / active EE | $6,338 | $4,840+31.0% | $5,984+5.9% | $3,203+97.9% |
| Admin fee / account holder | $2,788 | $4,826-42.2% | $8,357-66.6% | $4,296-35.1% |