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 3-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 | $10,378 | $80,968-87.2% | $96,544-89.3% | $75,163-86.2% |
| Participation rate | 60.8% | 71.8%-11.0pp | 76.0%-15.2pp | 67.2%-6.4pp |
| Annual return | 17.70% | 27.06%-9.4pp | 25.84%-8.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,082 | $2,282-52.6% | $2,965-63.5% | $2,670-59.5% |
| Participant deferral / active EE | $1,573 | $3,928-60.0% | $4,851-67.6% | $4,125-61.9% |
| Admin fee / account holder | $1,900 | $6,724-71.8% | $8,252-77.0% | $5,651-66.4% |