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 | $122,436 | $80,724+51.7% | $103,333+18.5% | $74,495+64.4% |
| Participation rate | 17.6% | 65.7%-48.0pp | 74.5%-56.9pp | 67.2%-49.6pp |
| Annual return | 12.16% | 27.56%-15.4pp | 24.88%-12.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $632 | $3,157-80.0% | $3,868-83.7% | $2,623-75.9% |
| Participant deferral / active EE | $1,727 | $3,860-55.3% | $5,057-65.9% | $4,346-60.3% |
| Admin fee / account holder | $2,614 | $2,368+10.4% | $8,355-68.7% | $1,942+34.6% |