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 | $14,359 | $98,750-85.5% | $149,696-90.4% | $79,858-82.0% |
| Participation rate | 60.5% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.1pp |
| Annual return | 76.17% | 27.43%+48.7pp | 276.60%-200.4pp | 31.71%+44.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,864 | $5,680+3.2% | $6,842-14.3% | $3,740+56.8% |
| Admin fee / account holder | $860 | $6,053-85.8% | $9,309-90.8% | $5,306-83.8% |