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 | $13,915 | $110,094-87.4% | $151,611-90.8% | $68,494-79.7% |
| Participation rate | 59.6% | 84.0%-24.4pp | 87.5%-27.9pp | 67.9%-8.3pp |
| Annual return | -14.83% | -10.12%-4.7pp | 3.33%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,151 | $4,471-74.3% | $6,166-81.3% | $2,596-55.7% |
| Participant deferral / active EE | $4,585 | $6,527-29.8% | $8,363-45.2% | $4,027+13.9% |
| Admin fee / account holder | $939 | $7,719-87.8% | $11,616-91.9% | $5,403-82.6% |