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 3-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 | $104,635 | $30,588+242.1% | $53,898+94.1% | $85,563+22.3% |
| Participation rate | 1.3% | 26.3%-25.1pp | 55.0%-53.7pp | 66.0%-64.7pp |
| Annual return | 10.64% | 50.42%-39.8pp | 528.60%-518.0pp | 31.51%-20.9pp |
| Employer contribution / active EE | $23 | $436-94.8% | $932-97.6% | $2,654-99.1% |
| Participant deferral / active EE | $235 | $848-72.3% | $1,826-87.2% | $4,375-94.6% |
| Admin fee / account holder | $7,279 | $1,879+287.4% | $2,491+192.2% | $834+772.6% |