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 4-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 | $20,437 | $80,717-74.7% | $154,803-86.8% | $84,808-75.9% |
| Participation rate | 48.4% | 66.8%-18.4pp | 78.1%-29.7pp | 68.3%-19.9pp |
| Annual return | 30.36% | 37.96%-7.6pp | 58.88%-28.5pp | 40.90%-10.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,386 | $3,303+63.1% | $5,540-2.8% | $4,212+27.9% |
| Admin fee / account holder | $1,326 | $6,746-80.3% | $14,329-90.7% | $7,344-81.9% |