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 | $20,491 | $101,317-79.8% | $146,958-86.1% | $74,495-72.5% |
| Participation rate | 36.7% | 75.5%-38.8pp | 82.2%-45.4pp | 67.2%-30.5pp |
| Annual return | 22.93% | 8730.91%-8708.0pp | 418.34%-395.4pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $1,210 | $3,810-68.2% | $4,933-75.5% | $2,623-53.9% |
| Participant deferral / active EE | $2,131 | $7,303-70.8% | $8,070-73.6% | $4,346-51.0% |
| Admin fee / account holder | $8,289 | $1,739+376.7% | $12,998-36.2% | $1,942+326.9% |