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 | $9,219 | $63,355-85.4% | $91,989-90.0% | $72,985-87.4% |
| Participation rate | 36.6% | 72.5%-36.0pp | 78.6%-42.1pp | 69.5%-32.9pp |
| Annual return | 24.25% | 35.35%-11.1pp | 69.02%-44.8pp | 81.00%-56.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $813 | $4,883-83.4% | $5,923-86.3% | $3,607-77.5% |
| Admin fee / account holder | $618 | $4,668-86.8% | $7,743-92.0% | $5,124-87.9% |