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 | $111,733 | $157,256-28.9% | $141,162-20.8% | $152,861-26.9% |
| Participation rate | 28.6% | 84.8%-56.2pp | 82.5%-53.9pp | 82.4%-53.9pp |
| Annual return | 8.28% | 64.32%-56.0pp | 71.39%-63.1pp | 345.32%-337.0pp |
| Employer contribution / active EE | $471 | $5,261-91.0% | $4,735-90.0% | $4,762-90.1% |
| Participant deferral / active EE | $4,243 | $7,109-40.3% | $6,709-36.8% | $5,850-27.5% |
| Admin fee / account holder | $569 | $12,120-95.3% | $10,261-94.5% | $11,596-95.1% |