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 9-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 | $25,685 | $100,801-74.5% | $149,696-82.8% | $73,409-65.0% |
| Participation rate | 16.2% | 77.7%-61.5pp | 82.5%-66.3pp | 72.2%-56.0pp |
| Annual return | 314.51% | 265.34%+49.2pp | 276.60%+37.9pp | 59.29%+255.2pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,034 | $6,404-83.9% | $6,842-84.9% | $3,805-72.8% |
| Admin fee / account holder | $1,306 | $181+622.5% | $9,309-86.0% | $158+727.3% |