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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,822 | $176,056-93.3% | $159,436-92.6% | $167,490-92.9% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 22.37% | 331.75%-309.4pp | 263.57%-241.2pp | 478.56%-456.2pp |
| Employer contribution / active EE | $453 | $5,297-91.4% | $4,829-90.6% | $4,837-90.6% |
| Participant deferral / active EE | $4,188 | $7,750-46.0% | $7,352-43.0% | $6,341-34.0% |
| Admin fee / account holder | $1,222 | $12,554-90.3% | $10,799-88.7% | $12,309-90.1% |