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 10-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 | $10,868 | $91,538-88.1% | $129,995-91.6% | $75,163-85.5% |
| Participation rate | 31.6% | 71.4%-39.9pp | 78.5%-46.9pp | 67.2%-35.6pp |
| Annual return | 17.21% | -631.11%+648.3pp | -137.18%+154.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $511 | $4,341-88.2% | $5,820-91.2% | $4,125-87.6% |
| Admin fee / account holder | $932 | $6,790-86.3% | $10,614-91.2% | $5,651-83.5% |