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 9-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 | $22,288 | $89,355-75.1% | $141,162-84.2% | $72,985-69.5% |
| Participation rate | 47.7% | 75.1%-27.4pp | 82.5%-34.8pp | 69.5%-21.8pp |
| Annual return | 56.87% | 111.85%-55.0pp | 71.39%-14.5pp | 81.00%-24.1pp |
| Employer contribution / active EE | $927 | $3,114-70.2% | $4,735-80.4% | $2,440-62.0% |
| Participant deferral / active EE | $1,304 | $5,418-75.9% | $6,709-80.6% | $3,607-63.9% |
| Admin fee / account holder | $1,735 | $5,958-70.9% | $10,261-83.1% | $5,124-66.1% |