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 4-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 | $7,389 | $29,319-74.8% | $52,425-85.9% | $82,448-91.0% |
| Participation rate | 9.2% | 46.9%-37.7pp | 55.6%-46.4pp | 68.1%-58.9pp |
| Annual return | 7.64% | 535.20%-527.6pp | 302.12%-294.5pp | 41.64%-34.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $236 | $1,171-79.8% | $1,790-86.8% | $4,139-94.3% |
| Admin fee / account holder | $1,809 | $1,962-7.8% | $2,495-27.5% | $7,234-75.0% |