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 7-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 | $11,373 | $65,241-82.6% | $126,539-91.0% | $85,563-86.7% |
| Participation rate | 22.0% | 48.6%-26.7pp | 69.8%-47.9pp | 66.0%-44.0pp |
| Annual return | 18.84% | 42.19%-23.4pp | 425.95%-407.1pp | 31.51%-12.7pp |
| Employer contribution / active EE | $284 | $1,937-85.3% | $3,674-92.3% | $2,654-89.3% |
| Participant deferral / active EE | $385 | $3,032-87.3% | $4,083-90.6% | $4,375-91.2% |
| Admin fee / account holder | $301 | $1,031-70.8% | $6,065-95.0% | $834-64.0% |