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 | $71,706 | $64,119+11.8% | $112,228-36.1% | $66,914+7.2% |
| Participation rate | 29.5% | 68.5%-39.0pp | 75.1%-45.6pp | 69.8%-40.3pp |
| Annual return | -19.37% | -13.81%-5.6pp | 27.45%-46.8pp | 1.58%-20.9pp |
| Employer contribution / active EE | $594 | $3,005-80.2% | $3,635-83.6% | $2,544-76.6% |
| Participant deferral / active EE | $2,077 | $3,693-43.7% | $4,728-56.1% | $4,237-51.0% |
| Admin fee / account holder | $9,466 | $625+1414.0% | $6,410+47.7% | $593+1495.6% |