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 6-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 | $22,468 | $51,175-56.1% | $70,515-68.1% | $75,163-70.1% |
| Participation rate | 12.5% | 60.9%-48.4pp | 68.3%-55.8pp | 67.2%-54.7pp |
| Annual return | 13.14% | 30.02%-16.9pp | 32.77%-19.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $480 | $2,849-83.2% | $4,567-89.5% | $4,125-88.4% |
| Admin fee / account holder | $1,764 | $4,091-56.9% | $6,412-72.5% | $5,651-68.8% |