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 | $17,832 | $65,241-72.7% | $126,539-85.9% | $85,563-79.2% |
| Participation rate | 11.0% | 48.6%-37.6pp | 69.8%-58.8pp | 66.0%-54.9pp |
| Annual return | 26.15% | 42.19%-16.0pp | 425.95%-399.8pp | 31.51%-5.4pp |
| Employer contribution / active EE | $300 | $1,937-84.5% | $3,674-91.8% | $2,654-88.7% |
| Participant deferral / active EE | $627 | $3,032-79.3% | $4,083-84.6% | $4,375-85.7% |
| Admin fee / account holder | $1,614 | $1,031+56.6% | $6,065-73.4% | $834+93.5% |