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 3-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 | $1,845 | $51,092-96.4% | $76,735-97.6% | $79,634-97.7% |
| Participation rate | 4.3% | 50.2%-45.9pp | 69.5%-65.2pp | 62.5%-58.2pp |
| Annual return | 20.31% | 18.04%+2.3pp | 29.77%-9.5pp | 36.46%-16.2pp |
| Employer contribution / active EE | $0 | $1,519-100.0% | $2,454-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $60 | $2,529-97.6% | $4,088-98.5% | $3,835-98.4% |
| Admin fee / account holder | $328 | $1,865-82.4% | $7,189-95.4% | $1,002-67.3% |