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 | $21,506 | $168,632-87.2% | $147,614-85.4% | $125,391-82.8% |
| Participation rate | 64.7% | 88.8%-24.1pp | 84.6%-19.9pp | 83.2%-18.5pp |
| Annual return | -0.82% | 77.65%-78.5pp | 61.98%-62.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,143 | $6,252-81.7% | $5,564-79.5% | $4,866-76.5% |
| Participant deferral / active EE | $2,084 | $5,507-62.2% | $4,895-57.4% | $5,352-61.1% |
| Admin fee / account holder | $944 | $13,580-93.1% | $11,611-91.9% | $9,540-90.1% |