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 4-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 | $20,508 | $88,672-76.9% | $105,223-80.5% | $82,448-75.1% |
| Participation rate | 24.7% | 67.9%-43.2pp | 75.0%-50.3pp | 68.1%-43.3pp |
| Annual return | 26.27% | 30.86%-4.6pp | 180.65%-154.4pp | 41.64%-15.4pp |
| Employer contribution / active EE | $829 | $3,048-72.8% | $3,689-77.5% | $2,551-67.5% |
| Participant deferral / active EE | $1,514 | $4,036-62.5% | $5,072-70.2% | $4,139-63.4% |
| Admin fee / account holder | $3,420 | $7,146-52.1% | $8,859-61.4% | $7,234-52.7% |