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 | $34,248 | $63,355-45.9% | $91,989-62.8% | $72,985-53.1% |
| Participation rate | 47.1% | 72.5%-25.5pp | 78.6%-31.6pp | 69.5%-22.4pp |
| Annual return | 14.59% | 35.35%-20.8pp | 69.02%-54.4pp | 81.00%-66.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,285 | $4,883+8.2% | $5,923-10.8% | $3,607+46.5% |
| Admin fee / account holder | $6,544 | $4,668+40.2% | $7,743-15.5% | $5,124+27.7% |