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 5-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 | $19,163 | $201,259-90.5% | $184,200-89.6% | $145,959-86.9% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 16.41% | 28.98%-12.6pp | 28.80%-12.4pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,093 | $7,018-84.4% | $6,424-83.0% | $4,661-76.6% |
| Participant deferral / active EE | $3,487 | $9,806-64.4% | $9,132-61.8% | $6,689-47.9% |
| Admin fee / account holder | $2,972 | $16,372-81.9% | $13,907-78.6% | $13,398-77.8% |