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 4-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 | $10,156 | $66,098-84.6% | $101,794-90.0% | $74,304-86.3% |
| Participation rate | 7.7% | 53.8%-46.0pp | 69.2%-61.4pp | 60.3%-52.6pp |
| Annual return | 67.21% | 19.59%+47.6pp | 30.53%+36.7pp | 29.43%+37.8pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $206 | $2,781-92.6% | $4,084-95.0% | $3,767-94.5% |
| Admin fee / account holder | $998 | $4,146-75.9% | $8,777-88.6% | $2,969-66.4% |