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 6-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.
Employer 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 | $9,565 | $55,415-82.7% | $155,509-93.8% | $74,495-87.2% |
| Participation rate | 25.5% | 61.9%-36.4pp | 78.2%-52.7pp | 67.2%-41.7pp |
| Annual return | 7.46% | 268.50%-261.0pp | 64.67%-57.2pp | 1364.94%-1357.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,492 | $2,836-47.4% | $5,626-73.5% | $4,346-65.7% |
| Admin fee / account holder | $1,437 | $1,738-17.3% | $15,912-91.0% | $1,942-26.0% |