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.
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 | $35,379 | $109,881-67.8% | $150,045-76.4% | $84,808-58.3% |
| Participation rate | 40.0% | 76.1%-36.1pp | 82.3%-42.3pp | 68.3%-28.3pp |
| Annual return | 19.62% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,383 | $3,561-61.2% | $4,693-70.5% | $2,631-47.4% |
| Participant deferral / active EE | $2,490 | $6,636-62.5% | $7,997-68.9% | $4,212-40.9% |
| Admin fee / account holder | $1,375 | $8,568-84.0% | $13,435-89.8% | $7,344-81.3% |