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 6-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 | $13,089 | $81,233-83.9% | $155,567-91.6% | $80,874-83.8% |
| Participation rate | 30.5% | 66.2%-35.7pp | 78.2%-47.7pp | 67.6%-37.1pp |
| Annual return | 12.08% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $431 | $3,101-86.1% | $4,674-90.8% | $2,756-84.4% |
| Participant deferral / active EE | $621 | $3,452-82.0% | $5,628-89.0% | $4,297-85.5% |
| Admin fee / account holder | $2,124 | $7,998-73.4% | $15,916-86.7% | $6,935-69.4% |