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 9-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 | $35,109 | $159,602-78.0% | $150,045-76.6% | $142,382-75.3% |
| Participation rate | 40.9% | 84.0%-43.1pp | 82.3%-41.4pp | 80.1%-39.2pp |
| Annual return | 10.44% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,227 | $4,961-55.1% | $4,693-52.6% | $4,299-48.2% |
| Participant deferral / active EE | $2,434 | $8,310-70.7% | $7,997-69.6% | $6,507-62.6% |
| Admin fee / account holder | $2,768 | $14,846-81.4% | $13,435-79.4% | $12,624-78.1% |