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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,247 | $76,000-87.8% | $154,107-94.0% | $64,186-85.6% |
| Participation rate | 26.2% | 70.4%-44.3pp | 83.0%-56.9pp | 69.6%-43.4pp |
| Annual return | -11.85% | 30.32%-42.2pp | 735.12%-747.0pp | 7.63%-19.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $531 | $3,175-83.3% | $5,081-89.6% | $3,470-84.7% |
| Admin fee / account holder | $933 | $5,596-83.3% | $13,411-93.0% | $4,888-80.9% |