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 | $37,613 | $73,787-49.0% | $98,716-61.9% | $82,448-54.4% |
| Participation rate | 13.5% | 61.4%-47.9pp | 69.3%-55.8pp | 68.1%-54.6pp |
| Annual return | 5.67% | 18.57%-12.9pp | 31.81%-26.1pp | 41.64%-36.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $853 | $3,081-72.3% | $4,048-78.9% | $4,139-79.4% |
| Admin fee / account holder | $7,137 | $6,500+9.8% | $8,703-18.0% | $7,234-1.4% |