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 | $12,265 | $85,766-85.7% | $136,294-91.0% | $70,131-82.5% |
| Participation rate | 54.2% | 74.2%-20.0pp | 81.9%-27.8pp | 69.5%-15.4pp |
| Annual return | 33.27% | 31.45%+1.8pp | 5155.94%-5122.7pp | 73.14%-39.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,876 | $5,051-3.5% | $6,247-22.0% | $3,332+46.3% |
| Admin fee / account holder | $570 | $5,420-89.5% | $9,243-93.8% | $4,645-87.7% |