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 7-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 | $26,522 | $127,386-79.2% | $115,037-76.9% | $125,391-78.8% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | 5.51% | 31.28%-25.8pp | 26.14%-20.6pp | 282.22%-276.7pp |
| Employer contribution / active EE | $833 | $5,166-83.9% | $4,608-81.9% | $4,866-82.9% |
| Participant deferral / active EE | $4,564 | $6,423-28.9% | $6,026-24.3% | $5,352-14.7% |
| Admin fee / account holder | $2,601 | $9,516-72.7% | $8,175-68.2% | $9,540-72.7% |