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 | $50,395 | $83,477-39.6% | $125,175-59.7% | $72,985-31.0% |
| Participation rate | 54.7% | 73.3%-18.6pp | 79.8%-25.1pp | 69.5%-14.8pp |
| Annual return | 15.37% | 25.78%-10.4pp | 43.79%-28.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $472 | $2,345-79.9% | $3,865-87.8% | $2,440-80.6% |
| Participant deferral / active EE | $1,889 | $3,585-47.3% | $4,937-61.7% | $3,607-47.6% |
| Admin fee / account holder | $3,062 | $5,517-44.5% | $9,702-68.4% | $5,124-40.2% |