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 | $17,739 | $138,065-87.2% | $123,544-85.6% | $135,375-86.9% |
| Participation rate | 42.1% | 84.7%-42.6pp | 82.3%-40.2pp | 82.6%-40.5pp |
| Annual return | -4.68% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,001 | $5,151-80.6% | $4,628-78.4% | $4,779-79.1% |
| Participant deferral / active EE | $1,663 | $6,799-75.5% | $6,426-74.1% | $5,609-70.4% |
| Admin fee / account holder | $2,845 | $10,916-73.9% | $9,284-69.4% | $10,827-73.7% |