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.
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 | $63,149 | $108,825-42.0% | $156,181-59.6% | $82,448-23.4% |
| Participation rate | 28.8% | 72.4%-43.5pp | 78.8%-50.0pp | 68.1%-39.2pp |
| Annual return | 13.01% | 20.59%-7.6pp | 64.87%-51.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,154 | $4,577-74.8% | $6,132-81.2% | $4,139-72.1% |
| Admin fee / account holder | $1,014 | $9,341-89.1% | $14,586-93.0% | $7,234-86.0% |