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 | $22,353 | $78,422-71.5% | $95,952-76.7% | $79,858-72.0% |
| Participation rate | 34.6% | 73.5%-38.9pp | 77.1%-42.5pp | 69.6%-35.0pp |
| Annual return | 12.96% | 19.37%-6.4pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $644 | $1,945-66.9% | $2,541-74.6% | $2,471-73.9% |
| Participant deferral / active EE | $820 | $3,440-76.2% | $4,167-80.3% | $3,740-78.1% |
| Admin fee / account holder | $4,378 | $5,622-22.1% | $6,795-35.6% | $5,306-17.5% |