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 | $8,192 | $99,652-91.8% | $78,778-89.6% | $147,584-94.4% |
| Participation rate | 28.6% | 76.2%-47.7pp | 69.2%-40.6pp | 82.8%-54.3pp |
| Annual return | 18.70% | 47.28%-28.6pp | 35.62%-16.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $569 | $2,796-79.6% | $1,986-71.3% | $4,876-88.3% |
| Participant deferral / active EE | $713 | $3,664-80.5% | $2,958-75.9% | $5,439-86.9% |
| Admin fee / account holder | $1,015 | $7,155-85.8% | $5,134-80.2% | $10,885-90.7% |