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 | $30,402 | $202,318-85.0% | $172,739-82.4% | $152,861-80.1% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.4%-26.9pp |
| Annual return | 25.76% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $536 | $5,856-90.9% | $5,143-89.6% | $4,762-88.8% |
| Participant deferral / active EE | $4,702 | $5,948-21.0% | $5,198-9.5% | $5,850-19.6% |
| Admin fee / account holder | $606 | $17,109-96.5% | $13,954-95.7% | $11,596-94.8% |