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 6-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 | $27,152 | $125,758-78.4% | $169,993-84.0% | $75,163-63.9% |
| Participation rate | 61.0% | 83.6%-22.6pp | 87.0%-26.0pp | 67.2%-6.2pp |
| Annual return | 19.49% | 27.20%-7.7pp | 53.37%-33.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,405 | $4,615-69.6% | $6,785-79.3% | $2,670-47.4% |
| Participant deferral / active EE | $4,447 | $6,837-35.0% | $10,408-57.3% | $4,125+7.8% |
| Admin fee / account holder | $784 | $8,173-90.4% | $12,815-93.9% | $5,651-86.1% |