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 6-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 | $8,752 | $65,561-86.7% | $86,188-89.8% | $75,163-88.4% |
| Participation rate | 10.0% | 60.5%-50.5pp | 69.0%-59.0pp | 67.2%-57.2pp |
| Annual return | 21.78% | 46.05%-24.3pp | 1168.45%-1146.7pp | 160.62%-138.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $620 | $3,024-79.5% | $3,985-84.4% | $4,125-85.0% |
| Admin fee / account holder | $2,733 | $5,474-50.1% | $6,852-60.1% | $5,651-51.6% |