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 3-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 | $9,328 | $166,020-94.4% | $164,866-94.3% | $145,959-93.6% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.8pp |
| Annual return | 26.50% | 100.08%-73.6pp | 69.97%-43.5pp | 561.95%-535.4pp |
| Employer contribution / active EE | $850 | $5,275-83.9% | $4,343-80.4% | $4,661-81.8% |
| Participant deferral / active EE | $2,727 | $6,961-60.8% | $6,033-54.8% | $6,689-59.2% |
| Admin fee / account holder | $681 | $16,644-95.9% | $12,689-94.6% | $13,398-94.9% |