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 | $54,655 | $99,918-45.3% | $81,382-32.8% | $145,922-62.5% |
| Participation rate | 17.4% | 74.2%-56.8pp | 69.5%-52.1pp | 80.3%-62.9pp |
| Annual return | 10.48% | 34.32%-23.8pp | 24.73%-14.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $308 | $2,978-89.6% | $2,463-87.5% | $4,660-93.4% |
| Participant deferral / active EE | $2,734 | $4,605-40.6% | $3,883-29.6% | $6,688-59.1% |
| Admin fee / account holder | $1,405 | $8,212-82.9% | $5,768-75.7% | $13,397-89.5% |