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 8-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.
Participant 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 | $20,359 | $66,098-69.2% | $101,794-80.0% | $74,304-72.6% |
| Participation rate | 22.4% | 53.8%-31.4pp | 69.2%-46.8pp | 60.3%-38.0pp |
| Annual return | 17.07% | 19.59%-2.5pp | 30.53%-13.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $476 | $1,082-56.0% | $2,289-79.2% | $2,241-78.8% |
| Participant deferral / active EE | $827 | $2,781-70.3% | $4,084-79.7% | $3,767-78.0% |
| Admin fee / account holder | $1,757 | $4,146-57.6% | $8,777-80.0% | $2,969-40.8% |