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 | $23,405 | $67,606-65.4% | $82,313-71.6% | $70,131-66.6% |
| Participation rate | 38.9% | 72.8%-33.9pp | 76.9%-38.0pp | 69.5%-30.7pp |
| Annual return | 16.14% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $282 | $1,755-83.9% | $2,428-88.4% | $2,342-88.0% |
| Participant deferral / active EE | $1,745 | $2,987-41.6% | $3,706-52.9% | $3,332-47.6% |
| Admin fee / account holder | $1,135 | $4,512-74.8% | $5,608-79.8% | $4,645-75.6% |