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 | $16,106 | $78,422-79.5% | $95,952-83.2% | $79,858-79.8% |
| Participation rate | 53.8% | 73.5%-19.6pp | 77.1%-23.2pp | 69.6%-15.8pp |
| Annual return | 13.75% | 19.37%-5.6pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,117 | $3,440-67.5% | $4,167-73.2% | $3,740-70.1% |
| Admin fee / account holder | $2,574 | $5,622-54.2% | $6,795-62.1% | $5,306-51.5% |