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 | $17,717 | $54,573-67.5% | $90,951-80.5% | $73,488-75.9% |
| Participation rate | 29.1% | 61.2%-32.1pp | 69.0%-39.9pp | 70.7%-41.6pp |
| Annual return | 15.42% | 16.69%-1.3pp | 134.60%-119.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $378 | $991-61.9% | $2,122-82.2% | $2,270-83.4% |
| Participant deferral / active EE | $729 | $2,517-71.0% | $3,373-78.4% | $3,740-80.5% |
| Admin fee / account holder | $1,557 | $521+198.5% | $5,959-73.9% | $513+203.4% |