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 7-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 | $22,385 | $73,638-69.6% | $108,410-79.4% | $79,386-71.8% |
| Participation rate | 65.8% | 77.4%-11.6pp | 80.1%-14.3pp | 70.7%-4.9pp |
| Annual return | 19.56% | 33.27%-13.7pp | 905.27%-885.7pp | 116.85%-97.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,265 | $6,218-47.5% | $6,563-50.2% | $4,046-19.3% |
| Admin fee / account holder | $1,497 | $638+134.6% | $7,295-79.5% | $626+138.9% |