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 | $18,062 | $153,772-88.3% | $133,980-86.5% | $273,961-93.4% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.1%-17.8pp | 83.0%-13.8pp |
| Annual return | 7.61% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,507 | $6,029-75.0% | $5,211-71.1% | $4,869-69.1% |
| Participant deferral / active EE | $1,903 | $6,958-72.7% | $6,282-69.7% | $5,287-64.0% |
| Admin fee / account holder | $596 | $11,765-94.9% | $9,324-93.6% | $10,132-94.1% |