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 | $20,517 | $157,256-87.0% | $141,162-85.5% | $152,861-86.6% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.4%-36.3pp |
| Annual return | 22.83% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $182 | $5,261-96.5% | $4,735-96.2% | $4,762-96.2% |
| Participant deferral / active EE | $2,395 | $7,109-66.3% | $6,709-64.3% | $5,850-59.1% |
| Admin fee / account holder | $2,234 | $12,120-81.6% | $10,261-78.2% | $11,596-80.7% |