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 | $10,695 | $72,277-85.2% | $101,248-89.4% | $79,858-86.6% |
| Participation rate | 53.5% | 68.5%-15.0pp | 75.8%-22.3pp | 69.6%-16.1pp |
| Annual return | 24.64% | 22.30%+2.3pp | 46.47%-21.8pp | 31.71%-7.1pp |
| Employer contribution / active EE | $482 | $2,692-82.1% | $3,660-86.8% | $2,471-80.5% |
| Participant deferral / active EE | $2,529 | $3,282-22.9% | $4,370-42.1% | $3,740-32.4% |
| Admin fee / account holder | $338 | $4,400-92.3% | $5,945-94.3% | $5,306-93.6% |