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.)
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 | $10,270 | $71,050-85.5% | $93,606-89.0% | $80,856-87.3% |
| Participation rate | 64.5% | 60.4%+4.1pp | 68.7%-4.2pp | 67.6%-3.1pp |
| Annual return | 11.88% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $349 | $1,564-77.7% | $2,420-85.6% | $2,755-87.3% |
| Participant deferral / active EE | $1,717 | $4,034-57.4% | $4,411-61.1% | $4,296-60.0% |
| Admin fee / account holder | $313 | $6,945-95.5% | $8,285-96.2% | $6,918-95.5% |