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 | $139,632 | $118,450+17.9% | $98,439+41.8% | $139,434+0.1% |
| Participation rate | 58.8% | 77.4%-18.6pp | 75.2%-16.3pp | 80.3%-21.5pp |
| Annual return | 8.00% | 18.94%-10.9pp | 21.16%-13.2pp | 372.94%-364.9pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $904 | $5,392-83.2% | $4,738-80.9% | $6,710-86.5% |
| Admin fee / account holder | $4,990 | $14,026-64.4% | $8,948-44.2% | $11,403-56.2% |