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 | $16,618 | $55,371-70.0% | $95,585-82.6% | $74,304-77.6% |
| Participation rate | 41.1% | 53.8%-12.7pp | 72.1%-30.9pp | 60.3%-19.2pp |
| Annual return | 19.27% | 24.26%-5.0pp | 38.56%-19.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $245 | $1,437-82.9% | $2,527-90.3% | $2,241-89.0% |
| Participant deferral / active EE | $985 | $2,955-66.7% | $4,023-75.5% | $3,767-73.9% |
| Admin fee / account holder | $500 | $2,620-80.9% | $6,127-91.8% | $2,969-83.2% |