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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,709 | $66,402-1.0% | $109,895-40.2% | $85,850-23.5% |
| Participation rate | 18.8% | 63.9%-45.1pp | 74.2%-55.5pp | 69.3%-50.6pp |
| Annual return | 11.35% | 19.59%-8.2pp | 29.45%-18.1pp | 318.53%-307.2pp |
| Employer contribution / active EE | $326 | $1,687-80.7% | $2,842-88.5% | $2,565-87.3% |
| Participant deferral / active EE | $835 | $2,842-70.6% | $4,048-79.4% | $3,952-78.9% |
| Admin fee / account holder | $1,365 | $4,557-70.0% | $6,066-77.5% | $6,260-78.2% |