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 | $27,345 | $91,552-70.1% | $133,956-79.6% | $79,858-65.8% |
| Participation rate | 21.1% | 73.3%-52.2pp | 79.8%-58.7pp | 69.6%-48.5pp |
| Annual return | 12.35% | 61.85%-49.5pp | 45.09%-32.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $644 | $2,384-73.0% | $3,919-83.6% | $2,471-73.9% |
| Participant deferral / active EE | $865 | $3,733-76.8% | $5,048-82.9% | $3,740-76.9% |
| Admin fee / account holder | $7,928 | $6,321+25.4% | $8,927-11.2% | $5,306+49.4% |