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 3-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 | $29,396 | $111,535-73.6% | $105,223-72.1% | $137,256-78.6% |
| Participation rate | 30.4% | 78.1%-47.7pp | 75.0%-44.6pp | 80.0%-49.5pp |
| Annual return | 22.98% | 237.85%-214.9pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $391 | $3,939-90.1% | $3,689-89.4% | $4,156-90.6% |
| Participant deferral / active EE | $2,730 | $5,500-50.4% | $5,072-46.2% | $6,407-57.4% |
| Admin fee / account holder | $3,764 | $9,721-61.3% | $8,859-57.5% | $12,270-69.3% |