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.)
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 | $63,043 | $95,416-33.9% | $185,823-66.1% | $85,850-26.6% |
| Participation rate | 27.6% | 68.8%-41.2pp | 81.7%-54.1pp | 69.3%-41.7pp |
| Annual return | 10.03% | 23.59%-13.6pp | 122.05%-112.0pp | 318.53%-308.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,231 | $3,423-64.0% | $5,568-77.9% | $3,952-68.8% |
| Admin fee / account holder | $429 | $7,213-94.1% | $16,237-97.4% | $6,260-93.1% |