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 | $71,702 | $138,347-48.2% | $184,203-61.1% | $80,856-11.3% |
| Participation rate | 48.5% | 83.9%-35.4pp | 86.8%-38.3pp | 67.6%-19.2pp |
| Annual return | 9.40% | 20.02%-10.6pp | 28.81%-19.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $283 | $4,850-94.2% | $6,427-95.6% | $2,755-89.7% |
| Participant deferral / active EE | $4,934 | $7,071-30.2% | $9,131-46.0% | $4,296+14.9% |
| Admin fee / account holder | $9,547 | $10,483-8.9% | $13,901-31.3% | $6,918+38.0% |