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 9-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 | $4,680 | $45,343-89.7% | $150,298-96.9% | $67,986-93.1% |
| Participation rate | 50.4% | 51.9%-1.4pp | 77.8%-27.3pp | 57.2%-6.8pp |
| Annual return | 13.87% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $629 | $1,462-57.0% | $4,154-84.9% | $2,019-68.8% |
| Participant deferral / active EE | $378 | $2,055-81.6% | $5,453-93.1% | $3,358-88.7% |
| Admin fee / account holder | $308 | $2,250-86.3% | $14,116-97.8% | $3,203-90.4% |