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 | $19,694 | $83,477-76.4% | $125,175-84.3% | $72,985-73.0% |
| Participation rate | 64.3% | 73.3%-9.0pp | 79.8%-15.5pp | 69.5%-5.2pp |
| Annual return | 19.52% | 25.78%-6.3pp | 43.79%-24.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $817 | $2,345-65.1% | $3,865-78.9% | $2,440-66.5% |
| Participant deferral / active EE | $1,239 | $3,585-65.4% | $4,937-74.9% | $3,607-65.6% |
| Admin fee / account holder | $2,857 | $5,517-48.2% | $9,702-70.5% | $5,124-44.2% |