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 | $8,189 | $99,652-91.8% | $78,778-89.6% | $147,584-94.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 18.15% | 47.28%-29.1pp | 35.62%-17.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $179 | $2,796-93.6% | $1,986-91.0% | $4,876-96.3% |
| Participant deferral / active EE | $1,008 | $3,664-72.5% | $2,958-65.9% | $5,439-81.5% |
| Admin fee / account holder | $2,109 | $7,155-70.5% | $5,134-58.9% | $10,885-80.6% |