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 | $58,492 | $58,851-0.6% | $115,157-49.2% | $72,985-19.9% |
| Participation rate | 27.1% | 65.5%-38.4pp | 75.9%-48.8pp | 69.5%-42.3pp |
| Annual return | 13.62% | 23.16%-9.5pp | 35.60%-22.0pp | 81.00%-67.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $804 | $2,643-69.6% | $4,168-80.7% | $3,607-77.7% |
| Admin fee / account holder | $54,627 | $6,370+757.6% | $7,088+670.7% | $5,124+966.0% |