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 | $20,175 | $80,673-75.0% | $101,326-80.1% | $84,808-76.2% |
| Participation rate | 41.9% | 77.8%-35.9pp | 81.5%-39.6pp | 68.3%-26.5pp |
| Annual return | 14.89% | 38.95%-24.1pp | 36.82%-21.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $501 | $2,698-81.4% | $3,665-86.3% | $2,631-80.9% |
| Participant deferral / active EE | $1,128 | $6,840-83.5% | $7,994-85.9% | $4,212-73.2% |
| Admin fee / account holder | $1,078 | $12,784-91.6% | $11,185-90.4% | $7,344-85.3% |