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 | $10,604 | $144,119-92.6% | $117,854-91.0% | $147,584-92.8% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.7%-16.0pp | 82.8%-19.2pp |
| Annual return | 22.09% | 531.15%-509.1pp | 335.08%-313.0pp | 578.55%-556.5pp |
| Employer contribution / active EE | $811 | $4,896-83.4% | $3,786-78.6% | $4,876-83.4% |
| Participant deferral / active EE | $1,690 | $5,316-68.2% | $4,482-62.3% | $5,439-68.9% |
| Admin fee / account holder | $501 | $10,886-95.4% | $8,020-93.8% | $10,885-95.4% |