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 | $13,522 | $58,879-77.0% | $178,490-92.4% | $73,488-81.6% |
| Participation rate | 27.5% | 66.2%-38.7pp | 81.9%-54.4pp | 70.7%-43.1pp |
| Annual return | 39.08% | 24.86%+14.2pp | 151.07%-112.0pp | 28.51%+10.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,114 | $2,567-56.6% | $5,202-78.6% | $3,740-70.2% |
| Admin fee / account holder | $1,065 | $400+166.1% | $13,984-92.4% | $513+107.7% |