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 | $14,848 | $63,346-76.6% | $92,233-83.9% | $70,131-78.8% |
| Participation rate | 68.6% | 68.7%0pp | 76.5%-7.9pp | 69.5%-0.9pp |
| Annual return | 13.99% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,982 | $2,471-19.8% | $3,679-46.1% | $2,342-15.4% |
| Participant deferral / active EE | $510 | $2,854-82.1% | $3,897-86.9% | $3,332-84.7% |
| Admin fee / account holder | $1,485 | $3,840-61.3% | $5,194-71.4% | $4,645-68.0% |