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.
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 | $24,203 | $101,317-76.1% | $146,958-83.5% | $74,495-67.5% |
| Participation rate | 53.0% | 75.5%-22.5pp | 82.2%-29.2pp | 67.2%-14.2pp |
| Annual return | 18.25% | 8730.91%-8712.7pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $1,591 | $3,810-58.2% | $4,933-67.7% | $2,623-39.3% |
| Participant deferral / active EE | $2,958 | $7,303-59.5% | $8,070-63.3% | $4,346-31.9% |
| Admin fee / account holder | $3,211 | $1,739+84.7% | $12,998-75.3% | $1,942+65.4% |