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 | $5,163 | $56,199-90.8% | $67,652-92.4% | $59,632-91.3% |
| Participation rate | 5.6% | 71.5%-65.9pp | 75.7%-70.1pp | 68.7%-63.1pp |
| Annual return | 0.75% | 18505.31%-18504.6pp | 6625.04%-6624.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $511 | $2,844-82.0% | $3,560-85.6% | $3,192-84.0% |
| Admin fee / account holder | $1,338 | $3,958-66.2% | $4,821-72.3% | $4,297-68.9% |