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 4-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 | $1,959 | $80,673-97.6% | $101,326-98.1% | $84,808-97.7% |
| Participation rate | 53.3% | 77.8%-24.4pp | 81.5%-28.2pp | 68.3%-15.0pp |
| Annual return | 35.28% | 38.95%-3.7pp | 36.82%-1.5pp | 40.90%-5.6pp |
| Employer contribution / active EE | $174 | $2,698-93.5% | $3,665-95.2% | $2,631-93.4% |
| Participant deferral / active EE | $1,161 | $6,840-83.0% | $7,994-85.5% | $4,212-72.4% |
| Admin fee / account holder | $1,123 | $12,784-91.2% | $11,185-90.0% | $7,344-84.7% |