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 10-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 | $12,862 | $232,540-94.5% | $185,117-93.1% | $147,584-91.3% |
| Participation rate | 35.0% | 82.4%-47.4pp | 77.3%-42.3pp | 82.8%-47.8pp |
| Annual return | 15.06% | 43.03%-28.0pp | 40.50%-25.4pp | 578.55%-563.5pp |
| Employer contribution / active EE | $399 | $5,195-92.3% | $4,182-90.5% | $4,876-91.8% |
| Participant deferral / active EE | $494 | $5,834-91.5% | $5,045-90.2% | $5,439-90.9% |
| Admin fee / account holder | $2,638 | $10,275-74.3% | $8,159-67.7% | $10,885-75.8% |