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 | $6,979 | $50,815-86.3% | $155,509-95.5% | $77,643-91.0% |
| Participation rate | 33.4% | 63.1%-29.7pp | 78.2%-44.7pp | 70.6%-37.1pp |
| Annual return | 16.13% | 34.80%-18.7pp | 64.67%-48.5pp | 31.24%-15.1pp |
| Employer contribution / active EE | $79 | $1,993-96.0% | $4,672-98.3% | $2,726-97.1% |
| Participant deferral / active EE | $1,020 | $2,822-63.9% | $5,626-81.9% | $4,647-78.1% |
| Admin fee / account holder | $1,392 | $437+218.8% | $15,912-91.3% | $430+223.4% |